Heartwood Wealth 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
Q3 | $530K | Hold |
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|
2025
Q2 | $488K | Hold |
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|
2025
Q1 | $498K | Sell |
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|
2024
Q4 | $507K | Buy |
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|
2024
Q3 | $594K | Hold |
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|
2024
Q2 | $497K | Hold |
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|
2024
Q1 | $449K | Hold |
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|
2023
Q4 | $427K | Sell |
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|
2023
Q3 | $457K | Buy |
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|
2023
Q2 | $570K | Hold |
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|
2023
Q1 | $592K | Buy |
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|
2022
Q4 | $626K | Buy |
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|
2022
Q3 | $586K | Hold |
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|
2022
Q2 | $579K | Buy |
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|
2022
Q1 | $629K | Hold |
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|
2021
Q4 | $693K | Hold |
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|
2021
Q3 | $583K | Hold |
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|
2021
Q2 | $544K | Hold |
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|
2021
Q1 | $561K | Buy |
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|
2020
Q4 | $513K | Hold |
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|
2020
Q3 | $462K | Hold |
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|
2020
Q2 | $399K | Hold |
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|
2020
Q1 | $400K | Sell |
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|
2019
Q4 | $448K | Buy |
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