Charles Schwab Trust’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 | $503K | Hold |
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|
2025
Q2 | $463K | Sell |
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|
2025
Q1 | $495K | Sell |
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|
2024
Q4 | $546K | Buy |
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|
2024
Q3 | $630K | Sell |
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|
2024
Q2 | $563K | Buy |
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|
2024
Q1 | $366K | Sell |
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|
2023
Q4 | $450K | Sell |
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|
2023
Q3 | $499K | Buy |
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|
2023
Q2 | $220K | Buy |
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|
2023
Q1 | $227K | Sell |
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|
2022
Q4 | $475K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $204K | Sell |
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|
2021
Q4 | $615K | Sell |
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|
2021
Q3 | $532K | Sell |
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|
2021
Q2 | $521K | Buy |
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|
2021
Q1 | $499K | Sell |
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|
2020
Q4 | $540K | Hold |
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|
2020
Q3 | $486K | Buy |
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|
2020
Q2 | $409K | Sell |
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|
2020
Q1 | $434K | Sell |
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|
2019
Q4 | $618K | Buy |
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|
2019
Q3 | $360K | Buy |
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