HB 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
Q3
$16.7M Buy
2025
Q2
$14.1M Sell
2025
Q1
$14.9M Buy
2024
Q4
$12.2M Buy
2024
Q3
$14M Buy
2024
Q2
$11.2M Buy
2024
Q1
$8.68M Buy
2023
Q4
$7.92M Sell
2023
Q3
$7.58M Sell
2023
Q2
$9.92M Buy
2023
Q1
$9.69M Buy
2022
Q4
$10.3M Buy
2022
Q3
$8.88M Buy
2022
Q2
$8.07M Buy
2022
Q1
$7.69M Buy
2021
Q4
$7.38M Buy