Beaird Harris 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
Q2 | $110K | Buy |
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|
2025
Q1 | $104K | Hold |
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|
2024
Q4 | $106K | Buy |
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|
2024
Q3 | $101K | Sell |
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|
2024
Q2 | $173K | Sell |
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|
2024
Q1 | $163K | Buy |
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|
2023
Q4 | $78.2K | Buy |
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|
2023
Q3 | $72K | Hold |
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|
2023
Q2 | $93.2K | Hold |
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|
2023
Q1 | $96.8K | Sell |
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|
2022
Q4 | $126K | Buy |
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|
2022
Q3 | $98K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $106K | Hold |
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|
2021
Q4 | $117K | Buy |
|