Atlas Wealth Partners’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 | $285K | Sell |
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|
2025
Q2 | $293K | Sell |
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|
2025
Q1 | $360K | Buy |
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|
2024
Q4 | $353K | Buy |
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|
2024
Q3 | $412K | Sell |
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|
2024
Q2 | $367K | Buy |
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|
2024
Q1 | $366K | Buy |
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|
2023
Q4 | $278K | Buy |
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|
2023
Q3 | $239K | Buy |
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|
2023
Q2 | $306K | Buy |
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|
2023
Q1 | $310K | Hold |
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|
2022
Q4 | $303K | Buy |
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