Atlas Private 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 | $353K | Buy |
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|
2025
Q1 | $352K | Sell |
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|
2024
Q4 | $498K | Buy |
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|
2024
Q3 | $585K | Buy |
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|
2024
Q2 | $470K | Buy |
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|
2024
Q1 | $211K | Sell |
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|
2023
Q4 | $411K | Buy |
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|
2023
Q3 | $375K | Buy |
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|
2023
Q2 | $483K | Buy |
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|
2023
Q1 | $255K | Buy |
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|
2022
Q4 | $276K | Sell |
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|
2022
Q3 | $264K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $106K | Hold |
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|
2021
Q2 | $99K | Sell |
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|
2021
Q1 | $114K | Buy |
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|
2020
Q4 | $103K | Buy |
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|
2020
Q3 | $9K | Hold |
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|
2020
Q2 | $8K | Buy |
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