Frisch Financial Group’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
$598K Buy
2025
Q1
$593K Buy
2024
Q4
$556K Buy
2024
Q3
$655K Buy
2024
Q2
$506K Buy
2024
Q1
$456K Buy
2023
Q4
$433K Sell
2023
Q3
$411K Buy
2023
Q2
$529K Buy
2023
Q1
$549K Sell
2022
Q4
$680K Buy
2022
Q3
$616K Buy
2022
Q2
$608K Buy
2022
Q1
$665K Buy
2021
Q4
$707K Buy
2021
Q3
$594K Sell
2021
Q2
$626K Buy
2021
Q1
$646K Buy
2020
Q4
$597K Buy