TCV Trust & Wealth Management’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 | $556K | Sell |
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|
2025
Q2 | $519K | Sell |
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|
2025
Q1 | $535K | Sell |
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|
2024
Q4 | $545K | Sell |
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|
2024
Q3 | $849K | Sell |
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|
2024
Q2 | $731K | Sell |
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|
2024
Q1 | $661K | Sell |
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|
2023
Q4 | $700K | Sell |
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|
2023
Q3 | $723K | Buy |
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|
2023
Q2 | $671K | Buy |
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|
2023
Q1 | $676K | Buy |
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|
2022
Q4 | $644K | Buy |
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|
2022
Q3 | $592K | Sell |
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|
2022
Q2 | $637K | Buy |
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|
2022
Q1 | $653K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $472K | Sell |
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|
2021
Q2 | $449K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $520K | Sell |
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|
2020
Q3 | $479K | Sell |
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|
2020
Q2 | $450K | Sell |
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|
2020
Q1 | $462K | Sell |
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|
2019
Q4 | $482K | Sell |
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|
2019
Q3 | $505K | Sell |
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|
2019
Q2 | $454K | Buy |
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|
2019
Q1 | $394K | Sell |
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|
2018
Q4 | $564K | Sell |
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|
2018
Q3 | $586K | Hold |
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|
2018
Q2 | $584K | Sell |
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|
2018
Q1 | $595K | Buy |
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|
2017
Q4 | $470K | Sell |
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|
2017
Q3 | $445K | Sell |
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|
2017
Q2 | $431K | Sell |
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|
2017
Q1 | $402K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $373K | Hold |
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|
2016
Q2 | $398K | Buy |
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|
2016
Q1 | $314K | Hold |
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|
2015
Q4 | $275K | Hold |
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|
2015
Q3 | $259K | Hold |
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|
2015
Q2 | $260K | Sell |
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|
2015
Q1 | $279K | Hold |
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|
2014
Q4 | $285K | Buy |
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|
2014
Q3 | $236K | Hold |
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|
2014
Q2 | $257K | Buy |
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $209K | Buy |
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|
2013
Q3 | – | Sell |
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|
2013
Q2 | $203K | Buy |
|