Apexium Financial’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
$205K Sell
2025
Q1
$282K Sell
2024
Q4
$310K Sell
2024
Q3
$393K Sell
2024
Q2
$342K Buy
2024
Q1
$306K Sell
2023
Q4
$445K Buy
2023
Q3
$290K Buy
2023
Q2
$367K Buy
2023
Q1
$345K Sell
2022
Q4
$374K Sell
2022
Q3
$357K Buy