Advantage Trust Company’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
$51.7K Hold
2025
Q2
$47.6K Hold
2025
Q1
$48.6K Sell
2024
Q4
$52.7K Buy
2024
Q3
$57.9K Sell
2024
Q2
$261K Hold
2024
Q1
$236K Sell
2023
Q4
$265K Buy