Summit Asset Management’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 | $902K | Sell |
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|
2025
Q1 | $990K | Buy |
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|
2024
Q4 | $1M | Buy |
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|
2024
Q3 | $1.18M | Buy |
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|
2024
Q2 | $987K | Buy |
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|
2024
Q1 | $891K | Buy |
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|
2023
Q4 | $816K | Buy |
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|
2023
Q3 | $769K | Buy |
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|
2023
Q2 | $951K | Buy |
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|
2023
Q1 | $985K | Buy |
|
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|
2022
Q4 | $1.07M | Buy |
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|
2022
Q3 | $1M | Sell |
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|
2022
Q2 | $1.04M | Buy |
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|
2022
Q1 | $1.07M | Buy |
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|
2021
Q4 | $1.18M | Sell |
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|
2021
Q3 | $996K | Buy |
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|
2021
Q2 | $929K | Buy |
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|
2021
Q1 | $958K | Buy |
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|
2020
Q4 | $901K | Buy |
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|
2020
Q3 | $767K | Buy |
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|
2020
Q2 | $655K | Buy |
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|
2020
Q1 | $637K | Buy |
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|
2019
Q4 | $641K | Buy |
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|
2019
Q3 | $616K | Buy |
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|
2019
Q2 | $542K | Sell |
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|
2019
Q1 | $536K | Buy |
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|
2018
Q4 | $474K | Hold |
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|
2018
Q3 | $457K | Hold |
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|
2018
Q2 | $456K | Sell |
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|
2018
Q1 | $707K | Buy |
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|
2017
Q4 | $655K | Buy |
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|
2017
Q3 | $539K | Sell |
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|
2017
Q2 | $525K | Buy |
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|
2017
Q1 | $477K | Buy |
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|
2016
Q4 | $408K | Buy |
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|
2016
Q3 | $414K | Hold |
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|
2016
Q2 | $442K | Hold |
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|
2016
Q1 | $401K | Sell |
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|
2015
Q4 | $358K | Hold |
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|
2015
Q3 | $336K | Buy |
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|
2015
Q2 | $328K | Sell |
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|
2015
Q1 | $371K | Buy |
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|
2014
Q4 | $279K | Hold |
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|
2014
Q3 | $246K | Buy |
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|
2014
Q2 | $238K | Hold |
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|
2014
Q1 | $222K | Sell |
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|
2013
Q4 | $242K | Hold |
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|
2013
Q3 | $226K | Hold |
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|
2013
Q2 | $230K | Buy |
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