GoalVest Advisory’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 | $419K | Hold |
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|
2025
Q2 | $385K | Sell |
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|
2025
Q1 | $657K | Buy |
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|
2024
Q4 | $642K | Sell |
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|
2024
Q3 | $813K | Sell |
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|
2024
Q2 | $713K | Sell |
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|
2024
Q1 | $708K | Buy |
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|
2023
Q4 | $99.2K | Buy |
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|
2023
Q3 | $49.2K | Buy |
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|
2023
Q2 | $57.4K | Sell |
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|
2023
Q1 | $156K | Sell |
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|
2022
Q4 | $189K | Hold |
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|
2022
Q3 | $177K | Sell |
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|
2022
Q2 | $981K | Buy |
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|
2022
Q1 | $1.03M | Buy |
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|
2021
Q2 | $806K | Buy |
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|
2021
Q1 | $782K | Buy |
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|
2020
Q4 | $500K | Buy |
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