Brendel Financial Advisors’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 | $3.81M | Buy |
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|
2025
Q1 | $3.86M | Buy |
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|
2024
Q4 | $3.68M | Sell |
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|
2024
Q3 | $4.46M | Sell |
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|
2024
Q2 | $3.76M | Buy |
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|
2024
Q1 | $493K | Hold |
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|
2023
Q4 | $468K | Hold |
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|
2023
Q3 | $442K | Sell |
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|
2023
Q2 | $576K | Sell |
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|
2023
Q1 | $3.82M | Buy |
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|
2022
Q4 | $2.13M | Buy |
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|
2022
Q3 | $1.98M | Buy |
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|
2022
Q2 | $596K | Sell |
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|
2022
Q1 | $2.78M | Buy |
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|
2021
Q4 | $719K | Hold |
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|
2021
Q3 | $605K | Hold |
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|
2021
Q2 | $564K | Sell |
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|
2021
Q1 | $885K | Hold |
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|
2020
Q4 | $903K | Sell |
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|
2020
Q3 | $944K | Hold |
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|
2020
Q2 | $817K | Sell |
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|
2020
Q1 | $820K | Buy |
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|
2019
Q4 | $823K | Hold |
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|
2019
Q3 | $792K | Hold |
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|
2019
Q2 | $697K | Hold |
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|
2019
Q1 | $657K | Sell |
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|
2018
Q4 | $656K | Buy |
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