Dakota 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
$9.44M Sell
2025
Q1
$10.2M Sell
2024
Q4
$10.7M Buy
2024
Q3
$12.6M Buy
2024
Q2
$10.5M Sell
2024
Q1
$9.61M Sell
2023
Q4
$9.52M Sell
2023
Q3
$14.7M Buy
2023
Q2
$16.6M Sell
2023
Q1
$21.5M Buy
2022
Q4
$21.8M Sell
2022
Q3
$21.3M Buy
2022
Q2
$19.4M Buy
2022
Q1
$20M Buy
2021
Q4
$10.6M Sell
2021
Q3
$9.7M Sell
2021
Q2
$10.5M Sell
2021
Q1
$12M Sell
2020
Q4
$14.9M Buy
2020
Q3
$10.8M Buy
2020
Q2
$7.63M Buy
2020
Q1
$1.78M Buy
2019
Q4
$485K Sell
2019
Q3
$552K Buy