Thomas Story & Son’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 | $307K | Sell |
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|
2025
Q2 | $285K | Sell |
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|
2025
Q1 | $311K | Hold |
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|
2024
Q4 | $315K | Sell |
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|
2024
Q3 | $376K | Sell |
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|
2024
Q2 | $316K | Hold |
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|
2024
Q1 | $285K | Hold |
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|
2023
Q4 | $271K | Hold |
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|
2023
Q3 | $256K | Sell |
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|
2023
Q2 | $335K | Hold |
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|
2023
Q1 | $348K | Hold |
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|
2022
Q4 | $377K | Hold |
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|
2022
Q3 | $354K | Sell |
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|
2022
Q2 | $354K | Hold |
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|
2022
Q1 | $387K | Sell |
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|
2021
Q4 | $432K | Hold |
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|
2021
Q3 | $363K | Buy |
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|
2021
Q2 | $306K | Sell |
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|
2021
Q1 | $319K | Buy |
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|
2020
Q4 | $309K | Hold |
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|
2020
Q3 | $278K | Hold |
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|
2020
Q2 | $240K | Hold |
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|
2020
Q1 | $241K | Hold |
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|
2019
Q4 | $242K | Hold |
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|
2019
Q3 | $233K | Sell |
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|
2019
Q2 | $246K | Buy |
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