Integris 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 | $757K | Hold |
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|
2025
Q2 | $696K | Hold |
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|
2025
Q1 | $710K | Hold |
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|
2024
Q4 | $718K | Buy |
|
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|
2024
Q3 | $826K | Buy |
|
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|
2024
Q2 | $671K | Hold |
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|
2024
Q1 | $605K | Hold |
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|
2023
Q4 | $575K | Sell |
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|
2023
Q3 | $596K | Buy |
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|
2023
Q2 | $759K | Sell |
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|
2023
Q1 | $799K | Buy |
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|
2022
Q4 | $865K | Buy |
|