Compton Wealth Advisory Group’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 | $687K | Hold |
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|
2025
Q2 | $632K | Hold |
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|
2025
Q1 | $645K | Hold |
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|
2024
Q4 | $652K | Buy |
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|
2024
Q3 | $655K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $894K | Sell |
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|
2023
Q2 | $1.18M | Sell |
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|
2023
Q1 | $1.24M | Buy |
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|
2022
Q4 | $1,000K | Sell |
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|
2022
Q3 | $947K | Sell |
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|
2022
Q2 | $1.07M | Buy |
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|
2022
Q1 | $781K | Buy |
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|
2021
Q4 | $813K | Buy |
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|
2021
Q3 | $677K | Buy |
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|
2021
Q2 | $631K | Buy |
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|
2021
Q1 | $604K | Buy |
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|
2020
Q4 | $516K | Buy |
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|
2020
Q3 | $463K | Buy |
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|
2020
Q2 | $400K | Buy |
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|
2020
Q1 | $396K | Buy |
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|
2019
Q4 | $380K | Buy |
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|
2019
Q3 | $365K | Buy |
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|
2019
Q2 | $306K | Buy |
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|
2019
Q1 | $288K | Buy |
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|
2018
Q4 | $251K | Buy |
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