Financial Perspectives’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 | $161K | Buy |
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|
2025
Q2 | $123K | Hold |
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|
2025
Q1 | $126K | Hold |
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|
2024
Q4 | $127K | Buy |
|
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|
2024
Q3 | $123K | Hold |
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|
2024
Q2 | $103K | Hold |
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|
2024
Q1 | $93.1K | Hold |
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|
2023
Q4 | $88.4K | Hold |
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|
2023
Q3 | $83.4K | Hold |
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|
2023
Q2 | $108K | Hold |
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|
2023
Q1 | $112K | Hold |
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|
2022
Q4 | $122K | Hold |
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|
2022
Q3 | $114K | Hold |
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|
2022
Q2 | $113K | Hold |
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|
2022
Q1 | $123K | Hold |
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|
2021
Q4 | $136K | Hold |
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|
2021
Q3 | $114K | Hold |
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|
2021
Q2 | $107K | Sell |
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|
2021
Q1 | $1.46M | Buy |
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|
2020
Q4 | $66.3K | Hold |
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|
2020
Q3 | $59.7K | Hold |
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|
2020
Q2 | $51.6K | Hold |
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|
2020
Q1 | $51.7K | Hold |
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|
2019
Q4 | $52.1K | Buy |
|