Cyndeo Wealth Partners’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 | $8.98M | Sell |
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|
2025
Q2 | $8.26M | Buy |
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|
2025
Q1 | $8.22M | Sell |
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|
2024
Q4 | $8.59M | Buy |
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|
2024
Q3 | $9.36M | Buy |
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|
2024
Q2 | $7.22M | Buy |
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|
2024
Q1 | $5.99M | Buy |
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|
2023
Q4 | $4.98M | Buy |
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|
2023
Q3 | $4.59M | Sell |
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|
2023
Q2 | $6.27M | Buy |
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|
2023
Q1 | $4.86M | Buy |
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|
2022
Q4 | $5.02M | Buy |
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