Guardian Wealth Advisors (North Carolina)’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 | $833K | Buy |
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|
2025
Q1 | $844K | Buy |
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|
2024
Q4 | $846K | Buy |
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|
2024
Q3 | $895K | Sell |
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|
2024
Q2 | $777K | Buy |
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|
2024
Q1 | $689K | Buy |
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|
2023
Q4 | $600K | Buy |
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|
2023
Q3 | $531K | Buy |
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|
2023
Q2 | $632K | Sell |
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|
2023
Q1 | $684K | Sell |
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|
2022
Q4 | $765K | Sell |
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|
2022
Q3 | $735K | Sell |
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|
2022
Q2 | $754K | Buy |
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|
2022
Q1 | $464K | Buy |
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|
2021
Q4 | $492K | Buy |
|