Shufro Rose & Co’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 | $247K | Hold |
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|
2025
Q1 | $247K | Hold |
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|
2024
Q4 | $250K | Sell |
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|
2024
Q3 | $285K | Hold |
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|
2024
Q2 | $285K | Buy |
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|
2024
Q1 | $225K | Hold |
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|
2023
Q4 | $202K | Hold |
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|
2023
Q3 | $202K | Hold |
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|
2023
Q2 | $262K | Sell |
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|
2023
Q1 | $285K | Sell |
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|
2022
Q4 | $358K | Sell |
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|
2022
Q3 | $452K | Buy |
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|
2022
Q2 | $440K | Hold |
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|
2022
Q1 | $481K | Sell |
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|
2021
Q4 | $534K | Hold |
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|
2021
Q3 | $449K | Buy |
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|
2021
Q2 | $249K | Sell |
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|
2021
Q1 | $259K | Sell |
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|
2020
Q4 | $272K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $212K | Sell |
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|
2019
Q4 | $267K | Hold |
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|
2019
Q3 | $257K | Hold |
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|
2019
Q2 | $226K | Buy |
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