S.A. Mason’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 | $923K | Hold |
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|
2025
Q2 | $848K | Buy |
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|
2025
Q1 | $854K | Buy |
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|
2024
Q4 | $852K | Buy |
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|
2024
Q3 | $978K | Buy |
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|
2024
Q2 | $815K | Buy |
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|
2024
Q1 | $689K | Buy |
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|
2023
Q4 | $648K | Sell |
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|
2023
Q3 | $626K | Buy |
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|
2023
Q2 | $823K | Hold |
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|
2023
Q1 | $823K | Hold |
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|
2022
Q4 | $893K | Hold |
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|
2022
Q3 | $837K | Hold |
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|
2022
Q2 | $827K | Hold |
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|
2022
Q1 | $904K | Hold |
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|
2021
Q4 | $997K | Sell |
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|
2021
Q3 | $885K | Hold |
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|
2021
Q2 | $826K | Hold |
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|
2021
Q1 | $853K | Buy |
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|
2020
Q4 | $824K | Sell |
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|
2020
Q3 | $792K | Hold |
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|
2020
Q2 | $685K | Sell |
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|
2020
Q1 | $699K | Buy |
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|
2019
Q4 | $690K | Buy |
|