Plante Moran Financial Advisors’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
Q2 | $575K | Sell |
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|
2025
Q1 | $596K | Sell |
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|
2024
Q4 | $715K | Sell |
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|
2024
Q3 | $854K | Buy |
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|
2024
Q2 | $683K | Buy |
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|
2024
Q1 | $568K | Buy |
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|
2023
Q4 | $508K | Sell |
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|
2023
Q3 | $505K | Sell |
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|
2023
Q2 | $677K | Sell |
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|
2023
Q1 | $742K | Sell |
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|
2022
Q4 | $829K | Sell |
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|
2022
Q3 | $782K | Sell |
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|
2022
Q2 | $774K | Buy |
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|
2022
Q1 | $511K | Sell |
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|
2021
Q4 | $603K | Sell |
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|
2021
Q3 | $527K | Buy |
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|
2021
Q2 | $462K | Buy |
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|
2021
Q1 | $454K | Buy |
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|
2020
Q4 | $460K | Sell |
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|
2020
Q3 | $530K | Buy |
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|
2020
Q2 | $420K | Sell |
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|
2020
Q1 | $625K | Sell |
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|
2019
Q4 | $641K | Sell |
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|
2019
Q3 | $624K | Buy |
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|
2019
Q2 | $543K | Hold |
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|
2019
Q1 | $512K | Hold |
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|
2018
Q4 | $461K | Buy |
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|
2018
Q3 | $391K | Buy |
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|
2018
Q2 | $282K | Sell |
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|
2018
Q1 | $376K | Buy |
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|
2017
Q4 | $271K | Sell |
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|
2017
Q3 | $255K | Buy |
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|
2017
Q2 | $241K | Sell |
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|
2017
Q1 | $255K | Sell |
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|
2016
Q4 | $238K | Buy |
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|
2016
Q3 | $235K | Buy |
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|
2016
Q2 | $235K | Buy |
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|
2016
Q1 | $193K | Sell |
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|
2015
Q4 | $178K | Buy |
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|
2015
Q3 | $162K | Buy |
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|
2015
Q2 | $138K | Buy |
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|
2015
Q1 | $139K | Hold |
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|
2014
Q4 | $142K | Sell |
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|
2014
Q3 | $204K | Sell |
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|
2014
Q2 | $245K | Buy |
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|
2014
Q1 | $87K | Sell |
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|
2013
Q4 | $255K | Buy |
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|
2013
Q3 | $104K | Buy |
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|
2013
Q2 | $94K | Buy |
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