Golden State 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
Q2 | $511K | Sell |
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|
2025
Q1 | $539K | Buy |
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|
2024
Q4 | $496K | Buy |
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|
2022
Q1 | $830K | Sell |
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|
2021
Q4 | $1.47M | Buy |
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|
2021
Q3 | $766K | Sell |
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|
2021
Q2 | $724K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $397K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $277K | Buy |
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|
2020
Q1 | $50K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $22K | Buy |
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|
2019
Q2 | $16K | Sell |
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|
2019
Q1 | $16K | Buy |
|