First Trust Direct Indexing’s NextEra Energy NEE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
Sell
2024
Q3
$7.29M Buy
2024
Q2
$5.58M Buy
2024
Q1
$4.11M Buy
2023
Q4
$3.85M Buy
2023
Q3
$3.23M Buy
2023
Q2
$4.18M Buy
2023
Q1
$4.31M Sell
2022
Q4
$4.85M Sell
2022
Q3
$4.59M Buy
2022
Q2
$4.49M Buy
2022
Q1
$4.59M Buy
2021
Q4
$4.65M Sell
2021
Q3
$3.92M Buy
2021
Q2
$3.46M Buy
2021
Q1
$1.67M Buy
2020
Q4
$1.49M Buy