Pinnacle Wealth Management Advisory Group’s NextEra Energy NEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.91M | Sell |
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|
2025
Q2 | $1.79M | Sell |
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|
2025
Q1 | $1.94M | Sell |
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|
2024
Q4 | $2.04M | Buy |
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|
2024
Q3 | $2.24M | Sell |
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|
2024
Q2 | $1.89M | Buy |
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|
2024
Q1 | $1.36M | Buy |
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|
2023
Q4 | $1.22M | Sell |
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|
2023
Q3 | $1.3M | Buy |
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|
2023
Q2 | $1.67M | Buy |
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|
2023
Q1 | $1.72M | Buy |
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|
2022
Q4 | $1.86M | Sell |
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|
2022
Q3 | $1.65M | Buy |
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|
2022
Q2 | $1.44M | Buy |
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|
2022
Q1 | $1.29M | Buy |
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|
2021
Q4 | $1.2M | Buy |
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|
2021
Q3 | $501K | Buy |
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|
2021
Q2 | $465K | Buy |
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|
2021
Q1 | $345K | Sell |
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|
2020
Q4 | $447K | Buy |
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|
2020
Q3 | $376K | Buy |
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|
2020
Q2 | $291K | Sell |
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|
2020
Q1 | $309K | Hold |
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|
2019
Q4 | $311K | Hold |
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|
2019
Q3 | $300K | Hold |
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|
2019
Q2 | $263K | Hold |
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|
2019
Q1 | $249K | Sell |
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|
2018
Q4 | $236K | Hold |
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|
2018
Q3 | $228K | Buy |
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|
2018
Q2 | $201K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $210K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $245K | Sell |
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|
2016
Q2 | $274K | Hold |
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|
2016
Q1 | $249K | Sell |
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|
2015
Q4 | $223K | Hold |
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|
2015
Q3 | $210K | Sell |
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|
2015
Q2 | $260K | Sell |
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|
2015
Q1 | $515K | Sell |
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|
2014
Q4 | $569K | Buy |
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