Amplius 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
Q3 | $375K | Buy |
|
|||||
|
2025
Q2 | $311K | Buy |
|
|||||
|
2025
Q1 | $316K | Buy |
|
|||||
|
2024
Q4 | $317K | Buy |
|
|||||
|
2024
Q3 | $364K | Sell |
|
|||||
|
2024
Q2 | $305K | Buy |
|
|||||
|
2024
Q1 | $274K | Sell |
|
|||||
|
2023
Q4 | $326K | Sell |
|
|||||
|
2023
Q3 | $315K | Sell |
|
|||||
|
2023
Q2 | $409K | Sell |
|
|||||
|
2023
Q1 | $435K | Buy |
|
|||||
|
2022
Q1 | – | Sell |
|
|||||
|
2021
Q4 | $175K | Buy |
|