Weatherly Asset 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 | $3.8M | Sell |
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|
2025
Q2 | $3.87M | Sell |
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|
2025
Q1 | $4.05M | Sell |
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|
2024
Q4 | $4.24M | Sell |
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|
2024
Q3 | $5.2M | Sell |
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|
2024
Q2 | $4.4M | Sell |
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|
2024
Q1 | $4.18M | Sell |
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|
2023
Q4 | $4.12M | Sell |
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|
2023
Q3 | $3.97M | Buy |
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|
2023
Q2 | $4.99M | Buy |
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|
2023
Q1 | $4.97M | Buy |
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|
2022
Q4 | $5.33M | Buy |
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|
2022
Q3 | $4.91M | Buy |
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|
2022
Q2 | $4.66M | Sell |
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|
2022
Q1 | $5.11M | Buy |
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|
2021
Q4 | $4.97M | Buy |
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|
2021
Q3 | $3.78M | Buy |
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|
2021
Q2 | $2.89M | Buy |
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|
2021
Q1 | $2.32M | Buy |
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|
2020
Q4 | $1.2M | Buy |
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|
2020
Q3 | $515K | Buy |
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|
2020
Q2 | $439K | Sell |
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|
2020
Q1 | $457K | Buy |
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|
2019
Q4 | $447K | Hold |
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|
2019
Q3 | $430K | Buy |
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|
2019
Q2 | $318K | Buy |
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|
2019
Q1 | $298K | Hold |
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|
2018
Q4 | $268K | Hold |
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|
2018
Q3 | $259K | Buy |
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|
2018
Q2 | $237K | Hold |
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|
2018
Q1 | $232K | Sell |
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|
2017
Q4 | $229K | Hold |
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|
2017
Q3 | $215K | Hold |
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|
2017
Q2 | $206K | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $202K | Buy |
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|
2014
Q3 | – | Sell |
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|
2014
Q2 | $123K | Buy |
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