Summit Financial’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 | $6.63M | Buy |
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|
2025
Q1 | $6.51M | Buy |
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|
2024
Q4 | $5.99M | Buy |
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|
2024
Q3 | $6.46M | Buy |
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|
2024
Q2 | $4.86M | Buy |
|
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|
2024
Q1 | $3.18M | Buy |
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|
2023
Q4 | $2.95M | Sell |
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|
2023
Q3 | $2.8M | Sell |
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|
2023
Q2 | $3.66M | Buy |
|
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|
2023
Q1 | $1.15M | Sell |
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|
2022
Q4 | $1.26M | Sell |
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|
2022
Q3 | $1.21M | Buy |
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|
2022
Q2 | $1.01M | Buy |
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|
2022
Q1 | $1.08M | Buy |
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|
2021
Q4 | $1M | Buy |
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|
2021
Q3 | $635K | Buy |
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|
2021
Q2 | $389K | Buy |
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