Core Wealth Management’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 | $1.7M | Buy |
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|
2025
Q1 | $1.72M | Sell |
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|
2024
Q4 | $1.74M | Sell |
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|
2024
Q3 | $1.78M | Hold |
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|
2024
Q2 | $1.78M | Buy |
|
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|
2024
Q1 | $964K | Buy |
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|
2023
Q4 | $904K | Sell |
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|
2023
Q3 | $891K | Sell |
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|
2023
Q2 | $1.25M | Hold |
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|
2023
Q1 | $1.3M | Hold |
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|
2022
Q4 | $1.41M | Buy |
|