Roundview Capital’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 | $1.16M | Sell |
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|
2025
Q2 | $1.11M | Sell |
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|
2025
Q1 | $1.16M | Sell |
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|
2024
Q4 | $1.2M | Buy |
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|
2024
Q3 | $1.4M | Buy |
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|
2024
Q2 | $886K | Buy |
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|
2024
Q1 | $793K | Buy |
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|
2023
Q4 | $686K | Buy |
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|
2023
Q3 | $253K | Sell |
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|
2023
Q2 | $700K | Sell |
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|
2023
Q1 | $815K | Buy |
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|
2022
Q4 | $828K | Buy |
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|
2022
Q3 | $643K | Buy |
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|
2022
Q2 | $495K | Buy |
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|
2022
Q1 | $400K | Buy |
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|
2021
Q4 | $410K | Buy |
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|
2021
Q3 | $345K | Buy |
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|
2021
Q2 | $322K | Buy |
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|
2021
Q1 | $318K | Hold |
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|
2020
Q4 | $325K | Buy |
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|
2020
Q3 | $265K | Hold |
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|
2020
Q2 | $229K | Sell |
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|
2020
Q1 | $243K | Hold |
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|
2019
Q4 | $245K | Hold |
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|
2019
Q3 | $235K | Hold |
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|
2019
Q2 | $207K | Buy |
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