Summit Global Investments’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 | $300K | Sell |
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|
2025
Q1 | $952K | Buy |
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|
2024
Q4 | $223K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $1.26M | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $5.66M | Buy |
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|
2022
Q3 | $5.28M | Buy |
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|
2022
Q2 | $5.17M | Buy |
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|
2022
Q1 | $5.6M | Buy |
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|
2021
Q4 | $3.11M | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $771K | Sell |
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|
2017
Q4 | $758K | Sell |
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|
2017
Q3 | $1.25M | Buy |
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|
2017
Q2 | $573K | Buy |
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