Goepper Burkhardt’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
$482K Sell
2025
Q1
$506K Sell
2024
Q4
$563K Sell
2024
Q3
$750K Buy
2024
Q2
$600K Buy
2024
Q1
$595K Buy
2023
Q4
$245K Sell
2023
Q3
$253K Sell
2023
Q2
$335K Sell
2023
Q1
$356K Hold
2022
Q4
$386K Hold
2022
Q3
$362K Hold
2022
Q2
$358K Buy
2022
Q1
$307K Sell
2021
Q4
$357K Buy
2021
Q3
$276K Hold
2021
Q2
$258K Hold
2021
Q1
$266K Hold
2020
Q4
$272K Buy