Alta Wealth Advisors’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 | $332K | Sell |
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|
2025
Q1 | $828K | Sell |
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|
2024
Q4 | $998K | Sell |
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|
2024
Q3 | $1.18M | Buy |
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|
2024
Q2 | $977K | Buy |
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|
2024
Q1 | $727K | Sell |
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|
2023
Q4 | $703K | Sell |
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|
2023
Q3 | $685K | Sell |
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|
2023
Q2 | $919K | Sell |
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|
2023
Q1 | $960K | Buy |
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|
2022
Q4 | $408K | Sell |
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|
2022
Q3 | $398K | Hold |
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|
2022
Q2 | $392K | Sell |
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|
2022
Q1 | $436K | Hold |
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|
2021
Q4 | $480K | Buy |
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|
2021
Q3 | $324K | Buy |
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|
2021
Q2 | $299K | Buy |
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|
2021
Q1 | $278K | Buy |
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|
2020
Q4 | $278K | Buy |
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