Cypress 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
2026
Q1
$207K Buy
2021
Q3
Sell
2021
Q2
$331K Sell
2021
Q1
$344K Sell
2020
Q4
$414K Buy
2020
Q3
Sell
2020
Q2
$320K Buy
2019
Q1
Sell
2018
Q4
$431K Sell
2018
Q3
$593K Sell
2018
Q2
$592K Buy