Sather Financial Group’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 | $405K | Buy |
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|
2025
Q2 | $368K | Hold |
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|
2025
Q1 | $376K | Hold |
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|
2024
Q4 | $380K | Hold |
|
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|
2024
Q3 | $448K | Hold |
|
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|
2024
Q2 | $375K | Hold |
|
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|
2024
Q1 | $339K | Hold |
|
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|
2023
Q4 | $322K | Hold |
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|
2023
Q3 | $304K | Sell |
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|
2023
Q2 | $1.43M | Sell |
|
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|
2023
Q1 | $1.49M | Hold |
|
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|
2022
Q4 | $1.61M | Buy |
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|
2022
Q3 | $442K | Buy |
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|
2022
Q2 | $435K | Buy |
|
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|
2022
Q1 | $449K | Buy |
|