Guerra Pan Advisors’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 | $573K | Buy |
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|
2025
Q1 | $554K | Sell |
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|
2024
Q4 | $563K | Hold |
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|
2024
Q3 | $664K | Hold |
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|
2024
Q2 | $556K | Hold |
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|
2024
Q1 | $502K | Sell |
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|
2023
Q4 | $515K | Sell |
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|
2023
Q3 | $494K | Sell |
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|
2023
Q2 | $647K | Sell |
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|
2023
Q1 | $689K | Hold |
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|
2022
Q4 | $747K | Hold |
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|
2022
Q3 | $686K | Buy |
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|
2022
Q2 | $748K | Hold |
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|
2022
Q1 | $649K | Hold |
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|
2021
Q4 | $826K | Buy |
|