Baker Tilly Wealth Management’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
Q4 | $378K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $739K | Sell |
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|
2023
Q1 | $814K | Buy |
|
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|
2022
Q4 | $865K | Sell |
|
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|
2022
Q3 | $1M | Sell |
|
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|
2022
Q2 | $1.28M | Sell |
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|
2022
Q1 | $2.19M | Sell |
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|
2021
Q4 | $2.46M | Buy |
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|
2021
Q3 | $1.65M | Buy |
|
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|
2021
Q2 | $1.53M | Buy |
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|
2021
Q1 | $1.38M | Buy |
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|
2020
Q4 | $826K | Buy |
|