Summit Wealth Partners’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
Q3 | $1.18M | Sell |
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|
2025
Q2 | $1.09M | Buy |
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|
2025
Q1 | $1.11M | Sell |
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|
2024
Q4 | $1.19M | Buy |
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|
2024
Q3 | $1.33M | Sell |
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|
2024
Q2 | $1.13M | Buy |
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|
2024
Q1 | $1.02M | Sell |
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|
2023
Q4 | $994K | Sell |
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|
2023
Q3 | $969K | Sell |
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|
2023
Q2 | $1.36M | Sell |
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|
2023
Q1 | $1.45M | Buy |
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|
2022
Q4 | $1.57M | Buy |
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|
2022
Q3 | $1.47M | Buy |
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|
2022
Q2 | $1.38M | Buy |
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|
2022
Q1 | $1.51M | Buy |
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|
2021
Q4 | $1.63M | Sell |
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|
2021
Q3 | $1.4M | Sell |
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|
2021
Q2 | $1.31M | Buy |
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|
2021
Q1 | $1.22M | Sell |
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|
2020
Q4 | $1.26M | Buy |
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|
2020
Q3 | $1.13M | Buy |
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|
2020
Q2 | $861K | Buy |
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|
2020
Q1 | $862K | Buy |
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|
2019
Q4 | $867K | Buy |
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