Richard C. Young & Co’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
$6.8M Buy
2025
Q1
$6.78M Buy
2024
Q4
$6.78M Buy
2024
Q3
$7.7M Buy
2024
Q2
$1.19M Buy
2014
Q4
Sell
2014
Q3
$371K Sell
2014
Q2
$5.42M Sell
2014
Q1
$9.24M Sell
2013
Q4
$8.49M Buy
2013
Q3
$7.93M Sell
2013
Q2
$10.5M Buy