Sequoia Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.73M | Buy |
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|
2025
Q1 | $6.64M | Sell |
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|
2024
Q4 | $10.2M | Sell |
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|
2024
Q3 | $27.7M | Buy |
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|
2024
Q2 | $22M | Sell |
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|
2024
Q1 | $20.9M | Buy |
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|
2023
Q4 | $19.2M | Buy |
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|
2023
Q3 | $11.8M | Buy |
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|
2023
Q2 | $4.07M | Buy |
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|
2023
Q1 | $3.55M | Sell |
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|
2022
Q4 | $4.04M | Buy |
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|
2022
Q3 | $2.33M | Sell |
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|
2022
Q2 | $2.47M | Sell |
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|
2022
Q1 | $3.02M | Buy |
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|
2021
Q4 | $2.58M | Buy |
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|
2021
Q3 | $571K | Sell |
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|
2021
Q2 | $1.93M | Buy |
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|
2021
Q1 | $1.92M | Buy |
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|
2020
Q4 | $1.61M | Buy |
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|
2020
Q3 | $1.28M | Buy |
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|
2020
Q2 | $974K | Buy |
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|
2020
Q1 | $961K | Buy |
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|
2019
Q4 | $801K | Sell |
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|
2019
Q3 | $976K | Buy |
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|
2019
Q2 | $810K | Sell |
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|
2019
Q1 | $806K | Buy |
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|
2018
Q4 | $555K | Sell |
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|
2018
Q3 | $540K | Buy |
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|
2018
Q2 | $538K | Sell |
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|
2018
Q1 | $590K | Sell |
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|
2017
Q4 | $610K | Buy |
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|
2017
Q3 | $530K | Buy |
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|
2017
Q2 | $477K | Hold |
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|
2017
Q1 | $437K | Buy |
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|
2016
Q4 | $355K | Hold |
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|
2016
Q3 | $364K | Sell |
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|
2016
Q2 | $393K | Buy |
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|
2016
Q1 | $354K | Buy |
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|
2015
Q4 | $290K | Sell |
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|
2015
Q3 | $291K | Hold |
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|
2015
Q2 | $292K | Buy |
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|
2015
Q1 | $289K | Buy |
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