Exencial 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
Q3 | $1.02M | Buy |
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|
2025
Q2 | $925K | Buy |
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|
2025
Q1 | $926K | Buy |
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|
2024
Q4 | $866K | Buy |
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|
2024
Q3 | $1.01M | Sell |
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|
2024
Q2 | $845K | Buy |
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|
2024
Q1 | $695K | Buy |
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|
2023
Q4 | $578K | Buy |
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|
2023
Q3 | $409K | Sell |
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|
2023
Q2 | $564K | Sell |
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|
2023
Q1 | $601K | Sell |
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|
2022
Q4 | $659K | Buy |
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|
2022
Q3 | $530K | Buy |
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|
2022
Q2 | $521K | Buy |
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|
2022
Q1 | $259K | Sell |
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|
2021
Q4 | $605K | Buy |
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|
2021
Q3 | $465K | Sell |
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|
2021
Q2 | $456K | Buy |
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|
2021
Q1 | $427K | Buy |
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|
2020
Q4 | $388K | Sell |
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|
2020
Q3 | $349K | Buy |
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|
2020
Q2 | $292K | Sell |
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|
2020
Q1 | $303K | Buy |
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|
2019
Q4 | $290K | Sell |
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|
2019
Q3 | $308K | Buy |
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|
2019
Q2 | $222K | Sell |
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|
2019
Q1 | $219K | Buy |
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