Summit Financial Group’s NextEra Energy NEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $670K | Sell |
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|
2023
Q4 | $655K | Sell |
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|
2023
Q3 | $634K | Hold |
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|
2023
Q2 | $821K | Hold |
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|
2023
Q1 | $853K | Hold |
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|
2022
Q4 | $925K | Hold |
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|
2022
Q3 | $868K | Hold |
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|
2022
Q2 | $857K | Hold |
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|
2022
Q1 | $937K | Sell |
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|
2021
Q4 | $1.5M | Buy |
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|
2021
Q3 | $884K | Hold |
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|
2021
Q2 | $825K | Hold |
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|
2021
Q1 | $852K | Hold |
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|
2020
Q4 | $869K | Hold |
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|
2020
Q3 | $782K | Sell |
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|
2020
Q2 | $688K | Hold |
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|
2020
Q1 | $690K | Hold |
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|
2019
Q4 | $694K | Hold |
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|
2019
Q3 | $668K | Hold |
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|
2019
Q2 | $587K | Hold |
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|
2019
Q1 | $554K | Hold |
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|
2018
Q4 | $498K | Hold |
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|
2018
Q3 | $480K | Hold |
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|
2018
Q2 | $479K | Hold |
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|
2018
Q1 | $468K | Buy |
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|
2017
Q4 | $303K | Sell |
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|
2017
Q3 | $303K | Sell |
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|
2017
Q2 | $312K | Buy |
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