Confluence Wealth Services’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 | $2.64M | Buy |
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|
2025
Q1 | $2.53M | Buy |
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|
2024
Q4 | $1.48M | Buy |
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|
2024
Q3 | $1.74M | Buy |
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|
2024
Q2 | $1.34M | Buy |
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|
2024
Q1 | $662K | Buy |
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|
2023
Q4 | $558K | Sell |
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|
2023
Q3 | $576K | Buy |
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|
2023
Q2 | $731K | Buy |
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|
2023
Q1 | $657K | Buy |
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|
2022
Q4 | $693K | Hold |
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|
2022
Q3 | $649K | Sell |
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|
2022
Q2 | $981K | Buy |
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|
2022
Q1 | $404K | Buy |
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|
2021
Q4 | $444K | Buy |
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