Elwood & Goetz Wealth Advisory Group’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 | $1.22M | Buy |
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|
2025
Q2 | $1.12M | Buy |
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|
2025
Q1 | $330K | Sell |
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|
2024
Q4 | $617K | Buy |
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|
2024
Q3 | $722K | Hold |
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|
2024
Q2 | $605K | Hold |
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|
2024
Q1 | $546K | Sell |
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|
2023
Q4 | $586K | Buy |
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|
2023
Q3 | $485K | Buy |
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|
2023
Q2 | $335K | Hold |
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|
2023
Q1 | $348K | Hold |
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|
2022
Q4 | $378K | Sell |
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|
2022
Q3 | $356K | Buy |
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|
2022
Q2 | $350K | Hold |
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|
2022
Q1 | $383K | Sell |
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|
2021
Q4 | $428K | Hold |
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|
2021
Q3 | $360K | Hold |
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|
2021
Q2 | $336K | Buy |
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|
2021
Q1 | $342K | Hold |
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|
2020
Q4 | $349K | Buy |
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