Core Wealth 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
Q3 | $422K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $214K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $159K | Hold |
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|
2023
Q4 | $151K | Buy |
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|
2023
Q3 | $14.9K | Hold |
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|
2023
Q2 | $19.3K | Buy |
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|
2023
Q1 | $8.71K | Hold |
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|
2022
Q4 | $9.45K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $1K | Buy |
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