Summit X LLC’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 | – | Sell |
-4,579
| Closed | -$318K | – | 162 |
|
|
2025
Q2 | $318K | Buy |
4,579
+301
| +7% | +$20.9K | 0.06% | 185 |
|
|
2025
Q1 | $303K | Buy |
4,278
+5
| +0.1% | +$353 | 0.06% | 168 |
|
|
2024
Q4 | $306K | Buy |
4,273
+19
| +0.4% | +$1.48K | 0.07% | 166 |
|
|
2024
Q3 | $301K | Sell |
4,254
-1,594
| -27% | -$124K | 0.07% | 159 |
|
|
2024
Q2 | $414K | Buy |
5,848
+2,156
| +58% | +$153K | 0.09% | 142 |
|
|
2024
Q1 | $236K | Hold |
3,692
| – | – | 0.06% | 179 |
|
|
2023
Q4 | $224K | Sell |
3,692
-37
| -1% | -$2.11K | 0.06% | 173 |
|
|
2023
Q3 | $214K | Sell |
3,729
-14,052
| -79% | -$973K | 0.07% | 164 |
|
|
2023
Q2 | $1.32M | Buy |
17,781
+875
| +5% | +$66.2K | 0.32% | 60 |
|
|
2023
Q1 | $1.3M | Buy |
16,906
+1,220
| +8% | +$93.8K | 0.34% | 56 |
|
|
2022
Q4 | $1.22M | Sell |
15,686
-1,022
| -6% | -$82.6K | 0.35% | 65 |
|
|
2022
Q3 | $1.31M | Buy |
16,708
+1,022
| +7% | +$86.7K | 0.39% | 59 |
|
|
2022
Q2 | $1.21M | Sell |
15,686
-75
| -0.5% | -$5.71K | 0.35% | 65 |
|
|
2022
Q1 | $1.33M | Sell |
15,761
-569
| -3% | -$45.6K | 0.33% | 67 |
|
|
2021
Q4 | $1.53M | Buy |
16,330
+280
| +2% | +$24.2K | 0.36% | 62 |
|
|
2021
Q3 | $1.27M | Buy |
16,050
+604
| +4% | +$48.7K | 0.32% | 71 |
|
|
2021
Q2 | $1.13M | Buy |
15,446
+34
| +0.2% | +$2.55K | 0.29% | 85 |
|
|
2021
Q1 | $1.17M | Sell |
15,412
-540
| -3% | -$42.1K | 0.32% | 74 |
|
|
2020
Q4 | $1.23M | Sell |
15,952
-980
| -6% | -$73.3K | 0.36% | 65 |
|
|
2020
Q3 | $13.9K | Hold |
16,932
| – | – | 0.23% | 68 |
|
|
2020
Q2 | $1.02M | Buy |
16,932
+460
| +3% | +$27.5K | 0.38% | 72 |
|
|
2020
Q1 | $988K | Sell |
16,472
-256
| -2% | -$16.1K | 0.46% | 61 |
|
|
2019
Q4 | $1.01M | Buy |
16,728
+380
| +2% | +$22.2K | 0.38% | 66 |
|
|
2019
Q3 | $975K | Buy |
16,348
+1,220
| +8% | +$66K | 0.39% | 68 |
|
|
2019
Q2 | $764K | Sell |
15,128
-720
| -5% | -$35.4K | 0.31% | 85 |
|
|
2019
Q1 | $764K | Buy |
15,848
+480
| +3% | +$21.9K | 0.33% | 82 |
|
|
2018
Q4 | $670K | Buy |
15,368
+2,052
| +15% | +$89.7K | 0.39% | 71 |
|
|
2018
Q3 | $557K | Buy |
+13,316
| New | +$567K | 0.27% | 99 |
|
Other funds holding NEE
