Simon Quick 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 | – | Sell |
-12,011
| Closed | -$851K | – | 542 |
|
|
2025
Q1 | $851K | Buy |
12,011
+1,677
| +16% | +$118K | 0.05% | 187 |
|
|
2024
Q4 | $741K | Buy |
10,334
+334
| +3% | +$25.9K | 0.04% | 191 |
|
|
2024
Q3 | $845K | Buy |
10,000
+2,536
| +34% | +$198K | 0.05% | 176 |
|
|
2024
Q2 | $529K | Buy |
7,464
+2,958
| +66% | +$210K | 0.04% | 212 |
|
|
2024
Q1 | $288K | Buy |
4,506
+996
| +28% | +$58.3K | 0.02% | 308 |
|
|
2023
Q4 | $213K | Sell |
3,510
-2,419
| -41% | -$138K | 0.02% | 305 |
|
|
2023
Q3 | $340K | Buy |
5,929
+756
| +15% | +$52.3K | 0.03% | 215 |
|
|
2023
Q2 | $384K | Buy |
5,173
+26
| +0.5% | +$1.97K | 0.04% | 179 |
|
|
2023
Q1 | $397K | Buy |
5,147
+269
| +6% | +$20.7K | 0.04% | 172 |
|
|
2022
Q4 | $408K | Buy |
+4,878
| New | +$394K | 0.05% | 148 |
|
|
2021
Q4 | – | Sell |
-189
| Closed | -$14K | – | 404 |
|
|
2021
Q3 | $14K | Buy |
189
+153
| +425% | +$12.3K | ﹤0.01% | 336 |
|
|
2021
Q2 | $2K | Sell |
36
-771
| -96% | -$57.9K | ﹤0.01% | 424 |
|
|
2021
Q1 | $61K | Buy |
807
+4
| +0.5% | +$312 | 0.02% | 212 |
|
|
2020
Q4 | $62K | Sell |
803
-517
| -39% | -$38.7K | 0.02% | 185 |
|
|
2020
Q3 | $92K | Buy |
1,320
+1,220
| +1,220% | +$84.2K | 0.03% | 139 |
|
|
2020
Q2 | $6K | Sell |
100
-240
| -71% | -$14.4K | ﹤0.01% | 347 |
|
|
2020
Q1 | $20K | Buy |
340
+40
| +13% | +$2.51K | 0.01% | 283 |
|
|
2019
Q4 | $18K | Buy |
300
+172
| +134% | +$10K | 0.01% | 335 |
|
|
2019
Q3 | $7K | Sell |
128
-176
| -58% | -$9.53K | ﹤0.01% | 279 |
|
|
2019
Q2 | $15.6K | Sell |
304
-496
| -62% | -$24.4K | 0.01% | 197 |
|
|
2019
Q1 | $39K | Buy |
+800
| New | +$36.6K | 0.02% | 233 |
|
|
2018
Q3 | – | Sell |
-256
| Closed | -$10K | – | 330 |
|
|
2018
Q2 | $10K | Sell |
256
-148
| -37% | -$5.98K | ﹤0.01% | 266 |
|
|
2018
Q1 | $17K | Buy |
404
+84
| +26% | +$3.24K | 0.01% | 214 |
|
|
2017
Q4 | $13K | Buy |
+320
| New | +$12.4K | 0.01% | 321 |
|
|
2017
Q1 | – | Sell |
-18,000
| Closed | -$538K | – | 366 |
|
|
2016
Q4 | $538K | Buy |
+18,000
| New | +$538K | 0.4% | 54 |
|
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