United Asset Strategies’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 | $1.57M | Sell |
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|
2025
Q2 | $1.45M | Hold |
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|
2025
Q1 | $1.48M | Sell |
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|
2024
Q4 | $1.62M | Sell |
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|
2024
Q3 | $2.48M | Buy |
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|
2024
Q2 | $1.44M | Buy |
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|
2024
Q1 | $1.3M | Sell |
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|
2023
Q4 | $1.33M | Buy |
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|
2023
Q3 | $1.2M | Sell |
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|
2023
Q2 | $1.6M | Sell |
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|
2023
Q1 | $1.68M | Buy |
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|
2022
Q4 | $1.8M | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $468K | Buy |
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|
2020
Q4 | $330K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $791K | Buy |
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|
2018
Q3 | $756K | Sell |
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|
2018
Q2 | $755K | Buy |
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|
2018
Q1 | $736K | Buy |
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|
2017
Q4 | $688K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $615K | Hold |
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|
2017
Q1 | $563K | Sell |
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|
2016
Q4 | $530K | Hold |
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|
2016
Q3 | $543K | Sell |
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|
2016
Q2 | $592K | Hold |
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|
2016
Q1 | $537K | Buy |
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|
2015
Q4 | $468K | Buy |
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|
2015
Q3 | $429K | Buy |
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|
2015
Q2 | $428K | Sell |
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|
2015
Q1 | $453K | Sell |
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|
2014
Q4 | $480K | Sell |
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|
2014
Q3 | $425K | Buy |
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|
2014
Q2 | $443K | Buy |
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|
2014
Q1 | $395K | Buy |
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