Sigma Investment Counselors’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 | $4.27M | Buy |
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|
2025
Q1 | $4.1M | Sell |
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|
2024
Q4 | $4.39M | Buy |
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|
2024
Q3 | $5.13M | Buy |
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|
2024
Q2 | $4.25M | Buy |
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|
2024
Q1 | $3.56M | Buy |
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|
2023
Q4 | $3.32M | Buy |
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|
2023
Q3 | $244K | Buy |
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|
2023
Q2 | $246K | Sell |
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|
2023
Q1 | $271K | Buy |
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|
2022
Q4 | $232K | Sell |
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|
2022
Q3 | $221K | Sell |
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|
2022
Q2 | $220K | Buy |
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|
2022
Q1 | $235K | Buy |
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|
2021
Q4 | $237K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $221K | Buy |
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