Strategic Investment 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 | $703K | Buy |
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|
2025
Q1 | $691K | Sell |
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|
2024
Q4 | $1.18M | Sell |
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|
2024
Q3 | $2.05M | Sell |
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|
2024
Q2 | $1.73M | Buy |
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|
2024
Q1 | $1.55M | Buy |
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|
2023
Q4 | $1.47M | Buy |
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|
2023
Q3 | $1.38M | Sell |
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|
2023
Q2 | $1.79M | Sell |
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|
2023
Q1 | $1.87M | Sell |
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|
2022
Q4 | $2.04M | Sell |
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|
2022
Q3 | $1.95M | Sell |
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|
2022
Q2 | $2.01M | Buy |
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|
2022
Q1 | $2.11M | Sell |
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|
2021
Q4 | $2.35M | Buy |
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|
2021
Q3 | $1.94M | Buy |
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|
2021
Q2 | $1.77M | Buy |
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|
2021
Q1 | $1.56M | Sell |
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|
2020
Q4 | $1.61M | Sell |
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|
2020
Q3 | $1.47M | Buy |
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|
2020
Q2 | $1.23M | Sell |
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|
2020
Q1 | $1.25M | Sell |
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|
2019
Q4 | $1.3M | Buy |
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|
2019
Q3 | $1.04M | Buy |
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|
2019
Q2 | $902K | Buy |
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|
2019
Q1 | $838K | Sell |
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|
2018
Q4 | $795K | Buy |
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