Summit Trail Advisors’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 | $3.16M | Buy |
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|
2025
Q1 | $2.83M | Buy |
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|
2024
Q4 | $2.32M | Buy |
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|
2024
Q3 | $2.24M | Buy |
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|
2024
Q2 | $1.72M | Buy |
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|
2024
Q1 | $1.53M | Buy |
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|
2023
Q4 | $1.08M | Sell |
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|
2023
Q3 | $1.03M | Buy |
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|
2023
Q2 | $1.03M | Buy |
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|
2023
Q1 | $712K | Buy |
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|
2022
Q4 | $556K | Buy |
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|
2022
Q3 | $489K | Buy |
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|
2022
Q2 | $370K | Buy |
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|
2022
Q1 | $321K | Sell |
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|
2021
Q4 | $376K | Buy |
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|
2021
Q3 | $256K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $288K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $256K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $296K | Buy |
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|
2018
Q2 | $172K | Sell |
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|
2018
Q1 | $313K | Buy |
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|
2017
Q4 | $292K | Buy |
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