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 |
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|
2025
Q1 | $851K | Buy |
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|
2024
Q4 | $741K | Buy |
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|
2024
Q3 | $845K | Buy |
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|
2024
Q2 | $529K | Buy |
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|
2024
Q1 | $288K | Buy |
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|
2023
Q4 | $213K | Sell |
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|
2023
Q3 | $340K | Buy |
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|
2023
Q2 | $384K | Buy |
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|
2023
Q1 | $397K | Buy |
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|
2022
Q4 | $408K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $14K | Buy |
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|
2021
Q2 | $2K | Sell |
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|
2021
Q1 | $61K | Buy |
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|
2020
Q4 | $62K | Sell |
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|
2020
Q3 | $92K | Buy |
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|
2020
Q2 | $6K | Sell |
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|
2020
Q1 | $20K | Buy |
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|
2019
Q4 | $18K | Buy |
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|
2019
Q3 | $7K | Sell |
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|
2019
Q2 | $15.6K | Sell |
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|
2019
Q1 | $39K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $10K | Sell |
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|
2018
Q1 | $17K | Buy |
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|
2017
Q4 | $13K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $538K | Buy |
|