ProVise Management 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
Q4 | $309K | Buy |
|
|||||
|
2023
Q3 | – | Sell |
|
|||||
|
2023
Q2 | $211K | Sell |
|
|||||
|
2023
Q1 | $263K | Buy |
|
|||||
|
2022
Q4 | $219K | Sell |
|
|||||
|
2022
Q3 | $207K | Buy |
|
|||||
|
2022
Q2 | – | Sell |
|
|||||
|
2022
Q1 | $210K | Sell |
|
|||||
|
2021
Q4 | $499K | Sell |
|
|||||
|
2021
Q3 | $421K | Sell |
|
|||||
|
2021
Q2 | $454K | Buy |
|
|||||
|
2021
Q1 | $424K | Buy |
|
|||||
|
2020
Q4 | $307K | Buy |
|
|||||
|
2020
Q3 | $222K | Sell |
|
|||||
|
2020
Q2 | $246K | Sell |
|
|||||
|
2020
Q1 | $506K | Sell |
|
|||||
|
2019
Q4 | $651K | Sell |
|
|||||
|
2019
Q3 | $812K | Sell |
|
|||||
|
2019
Q2 | $736K | Buy |
|
|||||
|
2019
Q1 | $569K | Buy |
|
|||||
|
2018
Q4 | $386K | Buy |
|