Summitry 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
Q2 | $350K | Buy |
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|
2025
Q1 | $344K | Sell |
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|
2024
Q4 | $353K | Buy |
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|
2024
Q3 | $397K | Sell |
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|
2024
Q2 | $346K | Sell |
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|
2024
Q1 | $322K | Sell |
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|
2023
Q4 | $314K | Buy |
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|
2023
Q3 | $268K | Sell |
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|
2023
Q2 | $356K | Hold |
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|
2023
Q1 | $370K | Sell |
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|
2022
Q4 | $417K | Buy |
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|
2022
Q3 | $315K | Buy |
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|
2022
Q2 | $310K | Sell |
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|
2022
Q1 | $347K | Buy |
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|
2021
Q4 | $373K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $302K | Hold |
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|
2020
Q4 | $309K | Sell |
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|
2020
Q3 | $299K | Hold |
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|
2020
Q2 | $258K | Buy |
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|
2020
Q1 | $241K | Hold |
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|
2019
Q4 | $242K | Hold |
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|
2019
Q3 | $233K | Hold |
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|
2019
Q2 | $205K | Buy |
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|
2014
Q2 | – | Sell |
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|
2014
Q1 | $210K | Sell |
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|
2013
Q4 | $223K | Hold |
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|
2013
Q3 | $208K | Hold |
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|
2013
Q2 | $212K | Buy |
|