Advisor OS’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
Q2 | $335K | Sell |
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|
2025
Q1 | $378K | Sell |
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|
2024
Q4 | $424K | Sell |
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|
2024
Q3 | $651K | Sell |
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|
2024
Q2 | $557K | Sell |
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|
2024
Q1 | $596K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $261K | Sell |
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|
2023
Q2 | $368K | Buy |
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|
2023
Q1 | $372K | Buy |
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|
2022
Q4 | $309K | Sell |
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|
2022
Q3 | $318K | Buy |
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|
2022
Q2 | $303K | Buy |
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|
2022
Q1 | $210K | Sell |
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|
2021
Q4 | $251K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $324K | Sell |
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|
2020
Q3 | $348K | Sell |
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|
2020
Q2 | $573K | Buy |
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