EverSource Wealth Advisors’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 | $730K | Sell |
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|
2025
Q1 | $753K | Buy |
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|
2024
Q4 | $650K | Buy |
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|
2024
Q3 | $708K | Sell |
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|
2024
Q2 | $640K | Buy |
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|
2024
Q1 | $270K | Sell |
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|
2023
Q4 | $289K | Sell |
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|
2023
Q3 | $285K | Sell |
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|
2023
Q2 | $435K | Sell |
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|
2023
Q1 | $457K | Sell |
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|
2022
Q4 | $528K | Sell |
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|
2022
Q3 | $909K | Buy |
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|
2022
Q2 | $569K | Sell |
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|
2022
Q1 | $736K | Buy |
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|
2021
Q4 | $728K | Buy |
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