SVB Wealth’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 | $7.07M | Sell |
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|
2025
Q1 | $13.5M | Sell |
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|
2024
Q4 | $20M | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $22.2M | Sell |
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|
2024
Q1 | $20.8M | Sell |
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|
2023
Q4 | $20.8M | Sell |
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|
2023
Q3 | $23.9M | Sell |
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|
2023
Q2 | $33.8M | Sell |
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|
2023
Q1 | $47.4M | Sell |
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|
2022
Q4 | $56.4M | Sell |
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|
2022
Q3 | $53.3M | Sell |
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|
2022
Q2 | $52.8M | Buy |
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|
2022
Q1 | $57.6M | Buy |
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|
2021
Q4 | $61M | Sell |
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|
2021
Q3 | $52.5M | Sell |
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|
2021
Q2 | $49.2M | Buy |
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|
2021
Q1 | $50.7M | Buy |
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|
2020
Q4 | $50.3M | Buy |
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|
2020
Q3 | $44.9M | Buy |
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|
2020
Q2 | $38.7M | Buy |
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|
2020
Q1 | $37.4M | Buy |
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|
2019
Q4 | $37M | Buy |
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|
2019
Q3 | $34.8M | Sell |
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|
2019
Q2 | $30.8M | Buy |
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|
2019
Q1 | $28.4M | Buy |
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|
2018
Q4 | $23.3M | Buy |
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|
2018
Q3 | $22.2M | Buy |
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|
2018
Q2 | $22M | Sell |
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|
2018
Q1 | $21.8M | Sell |
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|
2017
Q4 | $21.3M | Sell |
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|
2017
Q3 | $20M | Sell |
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|
2017
Q2 | $19.2M | Sell |
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|
2017
Q1 | $17.6M | Sell |
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|
2016
Q4 | $17.4M | Buy |
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|
2016
Q3 | $17.6M | Sell |
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|
2016
Q2 | $19.8M | Sell |
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|
2016
Q1 | $18.5M | Sell |
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|
2015
Q4 | $16.5M | Sell |
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|
2015
Q3 | $17.8M | Sell |
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|
2015
Q2 | $18.7M | Sell |
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|
2015
Q1 | $19.9M | Buy |
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|
2014
Q4 | $17.2M | Buy |
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