Allegheny Financial Group’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
$1.12M Buy
2025
Q1
$1.14M Sell
2024
Q4
$1.18M Sell
2024
Q3
$1.4M Buy
2024
Q2
$523K Buy
2024
Q1
$440K Sell
2023
Q4
$456K Buy
2023
Q3
$425K Buy
2023
Q2
$413K Sell
2023
Q1
$489K Sell
2022
Q4
$544K Buy
2022
Q3
$442K Buy
2022
Q2
$326K Buy
2022
Q1
$354K Buy
2021
Q4
$369K Buy
2021
Q3
$288K Sell
2021
Q2
$270K Buy
2021
Q1
Sell
2020
Q4
$281K Buy