AE Wealth 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 | $12.5M | Buy |
|
|||||
|
2025
Q2 | $10.8M | Buy |
|
|||||
|
2025
Q1 | $3.66M | Sell |
|
|||||
|
2024
Q4 | $4.11M | Sell |
|
|||||
|
2024
Q3 | $5.48M | Sell |
|
|||||
|
2024
Q2 | $5.01M | Buy |
|
|||||
|
2024
Q1 | $4.12M | Sell |
|
|||||
|
2023
Q4 | $25M | Buy |
|
|||||
|
2023
Q3 | $21.9M | Buy |
|
|||||
|
2023
Q2 | $25.7M | Sell |
|
|||||
|
2023
Q1 | $35.8M | Sell |
|
|||||
|
2022
Q4 | $41M | Buy |
|
|||||
|
2022
Q3 | $35.3M | Sell |
|
|||||
|
2022
Q2 | $40M | Buy |
|
|||||
|
2022
Q1 | $39.4M | Buy |
|
|||||
|
2021
Q4 | $34M | Buy |
|
|||||
|
2021
Q3 | $24.8M | Sell |
|
|||||
|
2021
Q2 | $25M | Buy |
|
|||||
|
2021
Q1 | $21M | Buy |
|
|||||
|
2020
Q4 | $18.7M | Buy |
|
|||||
|
2020
Q3 | $15.1M | Buy |
|
|||||
|
2020
Q2 | $9.86M | Buy |
|
|||||
|
2020
Q1 | $6.61M | Sell |
|
|||||
|
2019
Q4 | $6.68M | Buy |
|
|||||
|
2019
Q3 | $4.37M | Buy |
|
|||||
|
2019
Q2 | $2.57M | Buy |
|
|||||
|
2019
Q1 | $1.64M | Buy |
|
|||||
|
2018
Q4 | $1.2M | Buy |
|
|||||
|
2018
Q3 | $705K | Sell |
|
|||||
|
2018
Q2 | $871K | Buy |
|
|||||
|
2018
Q1 | $304K | Sell |
|
|||||
|
2017
Q4 | $319K | Buy |
|
|||||
|
2017
Q3 | $216K | Sell |
|
|||||
|
2017
Q2 | $211K | Buy |
|