GoalFusion Wealth 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 | $352K | Hold |
|
|||||
|
2025
Q2 | $323K | Hold |
|
|||||
|
2025
Q1 | $330K | Hold |
|
|||||
|
2024
Q4 | $334K | Hold |
|
|||||
|
2024
Q3 | $394K | Hold |
|
|||||
|
2024
Q2 | $330K | Hold |
|
|||||
|
2024
Q1 | $298K | Hold |
|
|||||
|
2023
Q4 | $283K | Hold |
|
|||||
|
2023
Q3 | $267K | Hold |
|
|||||
|
2023
Q2 | $346K | Hold |
|
|||||
|
2023
Q1 | $359K | Hold |
|
|||||
|
2022
Q4 | $348K | Hold |
|
|||||
|
2022
Q3 | $365K | Hold |
|
|||||
|
2022
Q2 | $361K | Hold |
|
|||||
|
2022
Q1 | $395K | Buy |
|