Brandywine Oak Private Wealth’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 | $609K | Sell |
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|
2025
Q2 | $563K | Sell |
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|
2025
Q1 | $589K | Sell |
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|
2024
Q4 | $693K | Buy |
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|
2024
Q3 | $807K | Sell |
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|
2024
Q2 | $676K | Sell |
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|
2024
Q1 | $747K | Sell |
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|
2023
Q4 | $1.06M | Sell |
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|
2023
Q3 | $1.47M | Sell |
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|
2023
Q2 | $2.41M | Sell |
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|
2023
Q1 | $2.57M | Sell |
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|
2022
Q4 | $2.91M | Sell |
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|
2022
Q3 | $2.83M | Sell |
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|
2022
Q2 | $2.96M | Sell |
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|
2022
Q1 | $3.24M | Sell |
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|
2021
Q4 | $3.58M | Sell |
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|
2021
Q3 | $3.07M | Buy |
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|
2021
Q2 | $2.61M | Buy |
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|
2021
Q1 | $1.06M | Buy |
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|
2020
Q4 | $1.04M | Buy |
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|
2020
Q3 | $899K | Buy |
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|
2020
Q2 | $770K | Buy |
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|
2020
Q1 | $706K | Sell |
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|
2019
Q4 | $714K | Hold |
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|
2019
Q3 | $687K | Sell |
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|
2019
Q2 | $885K | Sell |
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|
2019
Q1 | $839K | Sell |
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|
2018
Q4 | $861K | Buy |
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