Global Financial Private Client’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 | – | Sell |
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|
2025
Q1 | $181K | Sell |
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|
2024
Q4 | $197K | Sell |
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|
2024
Q3 | $245K | Buy |
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|
2024
Q2 | $165K | Hold |
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|
2024
Q1 | $148K | Buy |
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|
2023
Q4 | $97.7K | Sell |
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|
2023
Q3 | $192K | Sell |
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|
2023
Q2 | $365K | Sell |
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|
2023
Q1 | $379K | Hold |
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|
2022
Q4 | $413K | Buy |
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|
2022
Q3 | $394K | Buy |
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|
2022
Q2 | $352K | Buy |
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|
2022
Q1 | $241K | Buy |
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|
2021
Q4 | $246K | Buy |
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|
2021
Q3 | $152K | Buy |
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|
2021
Q2 | $119K | Buy |
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|
2021
Q1 | $56.4K | Buy |
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|
2020
Q4 | $55.5K | Buy |
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|
2020
Q3 | $48.9K | Sell |
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|
2020
Q2 | $52.2K | Sell |
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|
2020
Q1 | $75.3K | Hold |
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|
2019
Q4 | $83.5K | Buy |
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