Sage Mountain Advisors’s NextEra Energy NEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
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|
2025
Q4 | $1.77M | Sell |
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|
2025
Q3 | $1.86M | Buy |
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|
2025
Q2 | $1.06M | Buy |
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|
2025
Q1 | $942K | Sell |
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|
2024
Q4 | $966K | Buy |
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|
2024
Q3 | $1.08M | Sell |
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|
2024
Q2 | $964K | Buy |
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|
2024
Q1 | $593K | Buy |
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|
2023
Q4 | $460K | Buy |
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|
2023
Q3 | $405K | Sell |
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|
2023
Q2 | $550K | Buy |
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|
2023
Q1 | $537K | Buy |
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|
2022
Q4 | $384K | Buy |
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|
2022
Q3 | $327K | Buy |
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|
2022
Q2 | $307K | Sell |
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|
2022
Q1 | $356K | Sell |
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|
2021
Q4 | $615K | Sell |
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|
2021
Q3 | $533K | Buy |
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|
2021
Q2 | $200K | Buy |
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