Summit Securities 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $96.2K | Buy |
|
|||||
|
2025
Q1 | – | Sell |
|
|||||
|
2024
Q4 | $82.9K | Buy |
|
|||||
|
2024
Q1 | – | Hold |
|
|||||
|
2023
Q4 | – | Hold |
|
|||||
|
2023
Q3 | – | Sell |
|
|||||
|
2023
Q2 | $196K | Sell |
|
|||||
|
2023
Q1 | $300K | Sell |
|
|||||
|
2022
Q4 | $711K | Sell |
|
|||||
|
2022
Q3 | $1.72M | Buy |
|
|||||
|
2022
Q2 | $1.08M | Buy |
|
|||||
|
2022
Q1 | $780K | Sell |
|
|||||
|
2021
Q4 | $1.95M | Buy |
|
|||||
|
2021
Q3 | $746K | Buy |
|
|||||
|
2021
Q2 | $302K | Sell |
|
|||||
|
2021
Q1 | $401K | Sell |
|
|||||
|
2020
Q4 | $432K | Buy |
|
|||||
|
2020
Q1 | – | Sell |
|
|||||
|
2019
Q4 | $605K | Buy |
|
|||||
|
2019
Q1 | – | Sell |
|
|||||
|
2018
Q4 | $1.13M | Buy |
|
|||||
|
2017
Q4 | – | Sell |
|
|||||
|
2017
Q3 | $264K | Buy |
|
|||||
|
2016
Q1 | – | Sell |
|
|||||
|
2015
Q4 | $332K | Buy |
|
|||||
|
2015
Q3 | $127K | Buy |
|
|||||
|
2015
Q1 | – | Sell |
|
|||||
|
2014
Q4 | $53K | Buy |
|
|||||
|
2014
Q3 | $28K | Sell |
|
|||||
|
2014
Q2 | $51K | Sell |
|
|||||
|
2014
Q1 | $57K | Sell |
|
|||||
|
2013
Q4 | $68K | Buy |
|