Beacon Financial Advisory’s NextEra Energy NEE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$222K Buy
2022
Q2
Sell
2022
Q1
$212K Sell
2021
Q4
$238K Buy
2021
Q2
Sell
2021
Q1
$208K Sell
2020
Q4
$222K Buy