SSG
Summit Securities Group’s NextEra Energy, Inc. NEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $96.2K | Buy |
+1,386
| New | +$96.2K | 0.02% | 266 |
|
|
2025
Q1 | – | Sell |
-1,156
| Closed | -$82.9K | – | 851 |
|
|
2024
Q4 | $82.9K | Buy |
+1,156
| New | +$82.9K | 0.02% | 144 |
|
|
2024
Q1 | – | Hold |
0
| – | – | – | 583 |
|
|
2023
Q4 | – | Hold |
0
| – | – | – | 625 |
|
|
2023
Q3 | – | Sell |
-2,646
| Closed | -$196K | – | 707 |
|
|
2023
Q2 | $196K | Sell |
2,646
-1,252
| -32% | -$92.7K | 0.03% | 131 |
|
|
2023
Q1 | $300K | Sell |
3,898
-4,607
| -54% | -$355K | 0.02% | 82 |
|
|
2022
Q4 | $711K | Sell |
8,505
-13,445
| -61% | -$1.12M | 0.03% | 72 |
|
|
2022
Q3 | $1.72M | Buy |
21,950
+8,043
| +58% | +$631K | 0.13% | 41 |
|
|
2022
Q2 | $1.08M | Buy |
13,907
+4,703
| +51% | +$364K | 0.13% | 53 |
|
|
2022
Q1 | $780K | Sell |
9,204
-11,702
| -56% | -$992K | 0.09% | 85 |
|
|
2021
Q4 | $1.95M | Buy |
20,906
+11,406
| +120% | +$1.06M | 0.09% | 88 |
|
|
2021
Q3 | $746K | Buy |
9,500
+5,383
| +131% | +$423K | 0.06% | 147 |
|
|
2021
Q2 | $302K | Sell |
4,117
-1,183
| -22% | -$86.8K | 0.03% | 248 |
|
|
2021
Q1 | $401K | Sell |
5,300
-300
| -5% | -$22.7K | 0.04% | 160 |
|
|
2020
Q4 | $432K | Buy |
+5,600
| New | +$432K | 0.04% | 166 |
|
|
2020
Q1 | – | Sell |
-2,500
| Closed | -$605K | – | 207 |
|
|
2019
Q4 | $605K | Buy |
+2,500
| New | +$605K | 0.05% | 120 |
|
|
2019
Q1 | – | Sell |
-6,500
| Closed | -$1.13M | – | 182 |
|
|
2018
Q4 | $1.13M | Buy |
+6,500
| New | +$1.13M | 0.1% | 47 |
|
|
2017
Q4 | – | Sell |
-1,800
| Closed | -$264K | – | 189 |
|
|
2017
Q3 | $264K | Buy |
+1,800
| New | +$264K | 0.05% | 88 |
|
|
2016
Q1 | – | Sell |
-3,200
| Closed | -$332K | – | 281 |
|
|
2015
Q4 | $332K | Buy |
3,200
+1,900
| +146% | +$197K | 0.11% | 134 |
|
|
2015
Q3 | $127K | Buy |
+1,300
| New | +$127K | 0.09% | 89 |
|
|
2015
Q1 | – | Sell |
-500
| Closed | -$53K | – | 461 |
|
|
2014
Q4 | $53K | Buy |
500
+200
| +67% | +$21.2K | 0.02% | 294 |
|
|
2014
Q3 | $28K | Sell |
300
-200
| -40% | -$18.7K | 0.01% | 413 |
|
|
2014
Q2 | $51K | Sell |
500
-100
| -17% | -$10.2K | 0.02% | 290 |
|
|
2014
Q1 | $57K | Sell |
600
-200
| -25% | -$19K | 0.03% | 168 |
|
|
2013
Q4 | $68K | Buy |
+800
| New | +$68K | 0.01% | 242 |
|