Slocum, Gordon & 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
Q3
$8.22M Buy
2025
Q2
$7.51M Sell
2025
Q1
$7.81M Buy
2024
Q4
Sell
2024
Q3
$9.46M Buy
2024
Q2
$7.65M Sell
2024
Q1
$6.99M Buy
2023
Q4
$4.7M Sell
2023
Q3
$4.45M Sell
2023
Q2
$5.84M Sell
2023
Q1
$6.18M Sell
2022
Q4
$7.3M Buy