Holistic Financial Partners’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 | $208K | Sell |
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|
2025
Q1 | $261K | Sell |
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|
2024
Q4 | $293K | Buy |
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|
2024
Q3 | $327K | Sell |
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|
2024
Q2 | $338K | Buy |
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|
2024
Q1 | $287K | Buy |
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|
2023
Q4 | $259K | Sell |
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|
2023
Q3 | $258K | Buy |
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|
2023
Q2 | $309K | Sell |
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|
2023
Q1 | $344K | Sell |
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|
2022
Q4 | $398K | Sell |
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|
2022
Q3 | $374K | Buy |
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|
2022
Q2 | $350K | Sell |
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|
2022
Q1 | $423K | Sell |
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|
2021
Q4 | $468K | Buy |
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|
2021
Q3 | $377K | Hold |
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|
2021
Q2 | $352K | Buy |
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|
2021
Q1 | $292K | Buy |
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|
2020
Q4 | $284K | Buy |
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|
2020
Q3 | $255K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $27K | Hold |
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|
2017
Q4 | $25K | Buy |
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