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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $748K | Sell |
8,057
-619
| -7% | -$55K | 0.16% | 77 |
|
|
2025
Q4 | $697K | Sell |
8,676
-224
| -3% | -$18.6K | 0.16% | 74 |
|
|
2025
Q3 | $672K | Buy |
8,900
+283
| +3% | +$20.7K | 0.16% | 76 |
|
|
2025
Q2 | $598K | Buy |
8,617
+258
| +3% | +$17.9K | 0.15% | 77 |
|
|
2025
Q1 | $593K | Buy |
8,359
+606
| +8% | +$42.8K | 0.17% | 63 |
|
|
2024
Q4 | $556K | Buy |
7,753
+6
| +0.1% | +$466 | 0.17% | 64 |
|
|
2024
Q3 | $655K | Buy |
7,747
+605
| +8% | +$47.2K | 0.2% | 56 |
|
|
2024
Q2 | $506K | Buy |
7,142
+6
| +0.1% | +$426 | 0.15% | 64 |
|
|
2024
Q1 | $456K | Buy |
7,136
+7
| +0.1% | +$410 | 0.15% | 71 |
|
|
2023
Q4 | $433K | Sell |
7,129
-47
| -0.7% | -$2.68K | 0.16% | 69 |
|
|
2023
Q3 | $411K | Buy |
7,176
+53
| +0.7% | +$3.67K | 0.17% | 68 |
|
|
2023
Q2 | $529K | Buy |
7,123
+5
| +0.1% | +$379 | 0.25% | 60 |
|
|
2023
Q1 | $549K | Sell |
7,118
-1,015
| -12% | -$78.1K | 0.21% | 62 |
|
|
2022
Q4 | $680K | Buy |
8,133
+275
| +3% | +$22.2K | 0.25% | 58 |
|
|
2022
Q3 | $616K | Buy |
7,858
+4
| +0.1% | +$339 | 0.26% | 57 |
|
|
2022
Q2 | $608K | Buy |
7,854
+5
| +0.1% | +$381 | 0.23% | 58 |
|
|
2022
Q1 | $665K | Buy |
7,849
+280
| +4% | +$22.4K | 0.21% | 68 |
|
|
2021
Q4 | $707K | Buy |
7,569
+2
| +0% | +$173 | 0.22% | 66 |
|
|
2021
Q3 | $594K | Sell |
7,567
-981
| -11% | -$79.1K | 0.2% | 66 |
|
|
2021
Q2 | $626K | Buy |
8,548
+5
| +0.1% | +$375 | 0.2% | 67 |
|
|
2021
Q1 | $646K | Buy |
8,543
+805
| +10% | +$62.8K | 0.22% | 64 |
|
|
2020
Q4 | $597K | Buy |
+7,738
| New | +$579K | 0.22% | 57 |
|
Other funds holding NEE
VCM
VPM
