Empirical 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 | $1.33M | Sell |
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|
2025
Q1 | $1.4M | Buy |
|
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|
2024
Q4 | $1.39M | Sell |
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|
2024
Q3 | $2.04M | Buy |
|
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|
2024
Q2 | $1.64M | Buy |
|
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|
2024
Q1 | $1.27M | Buy |
|
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|
2023
Q4 | $736K | Buy |
|
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|
2023
Q3 | $675K | Sell |
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|
2023
Q2 | $909K | Buy |
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|
2023
Q1 | $927K | Sell |
|
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|
2022
Q4 | $1.04M | Buy |
|
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|
2022
Q3 | $939K | Buy |
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|
2022
Q2 | $839K | Sell |
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|
2022
Q1 | $938K | Sell |
|
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|
2021
Q4 | $1.05M | Buy |
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|
2021
Q3 | $518K | Sell |
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|
2021
Q2 | $529K | Sell |
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|
2021
Q1 | $555K | Buy |
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|
2020
Q4 | $523K | Buy |
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|
2020
Q3 | $442K | Sell |
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|
2020
Q2 | $428K | Sell |
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|
2020
Q1 | $434K | Sell |
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|
2019
Q4 | $444K | Buy |
|
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|
2019
Q3 | $255K | Hold |
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|
2019
Q2 | $224K | Buy |
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|
2019
Q1 | $200K | Buy |
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