Rockbridge Investment Management’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 | $428K | Sell |
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|
2025
Q1 | $442K | Sell |
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|
2024
Q4 | $474K | Buy |
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|
2024
Q3 | $432K | Sell |
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|
2024
Q2 | $364K | Buy |
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|
2024
Q1 | $324K | Hold |
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|
2023
Q4 | $307K | Sell |
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|
2023
Q3 | $297K | Buy |
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|
2023
Q2 | $377K | Hold |
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|
2023
Q1 | $391K | Hold |
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|
2022
Q4 | $424K | Hold |
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|
2022
Q3 | $398K | Buy |
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|
2022
Q2 | $390K | Sell |
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|
2022
Q1 | $442K | Hold |
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|
2021
Q4 | $481K | Sell |
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|
2021
Q3 | $405K | Sell |
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|
2021
Q2 | $388K | Hold |
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|
2021
Q1 | $400K | Sell |
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|
2020
Q4 | $411K | Buy |
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|
2020
Q3 | $353K | Hold |
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|
2020
Q2 | $305K | Buy |
|