Foundations Investment 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 | $1.21M | Buy |
|
|||||
|
2025
Q1 | $827K | Sell |
|
|||||
|
2024
Q4 | $1.22M | Buy |
|
|||||
|
2024
Q3 | $619K | Buy |
|
|||||
|
2024
Q2 | $508K | Buy |
|
|||||
|
2024
Q1 | $406K | Sell |
|
|||||
|
2023
Q4 | $416K | Sell |
|
|||||
|
2023
Q3 | $487K | Buy |
|
|||||
|
2023
Q2 | $596K | Buy |
|
|||||
|
2023
Q1 | $590K | Buy |
|
|||||
|
2022
Q4 | $468K | Buy |
|
|||||
|
2022
Q3 | $384K | Buy |
|
|||||
|
2022
Q2 | $303K | Buy |
|
|||||
|
2022
Q1 | $312K | Buy |
|
|||||
|
2021
Q4 | $276K | Buy |
|
|||||
|
2021
Q3 | $251K | Buy |
|
|||||
|
2021
Q2 | $235K | Sell |
|
|||||
|
2021
Q1 | $275K | Sell |
|
|||||
|
2020
Q4 | $339K | Buy |
|
|||||
|
2020
Q3 | $272K | Buy |
|
|||||
|
2020
Q2 | $232K | Buy |
|
|||||
|
2020
Q1 | $201K | Sell |
|
|||||
|
2019
Q4 | $225K | Buy |
|