Forum Financial Management’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 | $640K | Sell |
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|
2025
Q2 | $608K | Sell |
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|
2025
Q1 | $692K | Sell |
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|
2024
Q4 | $714K | Buy |
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|
2024
Q3 | $574K | Buy |
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|
2024
Q2 | $465K | Buy |
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|
2024
Q1 | $408K | Buy |
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|
2023
Q4 | $354K | Sell |
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|
2023
Q3 | $358K | Sell |
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|
2023
Q2 | $486K | Buy |
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|
2023
Q1 | $488K | Buy |
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|
2022
Q4 | $371K | Buy |
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|
2022
Q3 | $347K | Sell |
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|
2022
Q2 | $345K | Buy |
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|
2022
Q1 | $296K | Sell |
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|
2021
Q4 | $332K | Buy |
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