TCI Wealth 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
Q3 | $247K | Sell |
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|
2025
Q2 | $279K | Sell |
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|
2025
Q1 | $296K | Buy |
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|
2024
Q4 | $220K | Buy |
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|
2024
Q3 | $217K | Sell |
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|
2024
Q2 | $360K | Sell |
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|
2024
Q1 | $330K | Sell |
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|
2023
Q4 | $317K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $216K | Hold |
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|
2023
Q1 | $224K | Sell |
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|
2022
Q4 | $245K | Buy |
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|
2022
Q3 | $195K | Buy |
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|
2022
Q2 | $117K | Sell |
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|
2022
Q1 | $181K | Buy |
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|
2021
Q4 | $182K | Buy |
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|
2021
Q3 | $142K | Buy |
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|
2021
Q2 | $104K | Sell |
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|
2021
Q1 | $113K | Buy |
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|
2020
Q4 | $98K | Buy |
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|
2020
Q3 | $86K | Hold |
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|
2020
Q2 | $74K | Sell |
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|
2020
Q1 | $331K | Buy |
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|
2019
Q4 | $130K | Buy |
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|
2019
Q3 | $104K | Buy |
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|
2019
Q2 | $14K | Buy |
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|
2019
Q1 | $7K | Sell |
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|
2018
Q4 | $8K | Sell |
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|
2018
Q3 | $9K | Sell |
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|
2018
Q2 | $14K | Buy |
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|
2018
Q1 | $6K | Hold |
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|
2017
Q4 | $6K | Hold |
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|
2017
Q3 | $5K | Hold |
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|
2017
Q2 | $5K | Sell |
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|
2017
Q1 | $25K | Sell |
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|
2016
Q4 | $30K | Buy |
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|
2016
Q3 | $28K | Buy |
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|
2016
Q2 | $28K | Hold |
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|
2016
Q1 | $26K | Hold |
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|
2015
Q4 | $22K | Hold |
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|
2015
Q3 | $21K | Hold |
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|
2015
Q2 | $21K | Buy |
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|
2013
Q3 | – | Sell |
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|
2013
Q2 | $17K | Buy |
|