GeoWealth 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 | $220K | Sell |
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|
2025
Q2 | $240K | Sell |
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|
2025
Q1 | $322K | Sell |
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|
2024
Q4 | $944K | Sell |
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|
2024
Q3 | $1.22M | Sell |
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|
2024
Q2 | $1.1M | Buy |
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|
2024
Q1 | $846K | Buy |
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|
2023
Q4 | $580K | Buy |
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|
2023
Q3 | $342K | Buy |
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|
2023
Q2 | $20K | Sell |
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|
2023
Q1 | $42K | Buy |
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|
2022
Q4 | $20K | Sell |
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|
2022
Q3 | $22K | Buy |
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|
2022
Q2 | $20K | Buy |
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|
2022
Q1 | $19K | Buy |
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|
2021
Q4 | $21K | Sell |
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|
2021
Q3 | $18K | Sell |
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|
2021
Q2 | $52K | Buy |
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