Ethos Financial 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 | $3.81M | Buy |
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|
2025
Q2 | $3.42M | Sell |
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|
2025
Q1 | $3.85M | Buy |
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|
2024
Q4 | $594K | Sell |
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|
2024
Q3 | $728K | Sell |
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|
2024
Q2 | $710K | Sell |
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|
2024
Q1 | $684K | Sell |
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|
2023
Q4 | $671K | Buy |
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|
2023
Q3 | $612K | Sell |
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|
2023
Q2 | $835K | Hold |
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|
2023
Q1 | $835K | Buy |
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|
2022
Q4 | $875K | Buy |
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