J.W. Cole 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
Q4 | $11.3M | Sell |
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|
2025
Q3 | $11.9M | Sell |
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|
2025
Q2 | $11.6M | Buy |
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|
2025
Q1 | $11.5M | Buy |
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|
2024
Q4 | $3.61M | Buy |
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|
2024
Q3 | $4.18M | Sell |
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|
2024
Q2 | $3.58M | Buy |
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|
2024
Q1 | $2.59M | Buy |
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|
2023
Q4 | $2.28M | Buy |
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|
2023
Q3 | $2.07M | Sell |
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|
2023
Q2 | $2.78M | Sell |
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|
2023
Q1 | $3.48M | Buy |
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|
2022
Q4 | $3.7M | Sell |
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|
2022
Q3 | $3.56M | Sell |
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|
2022
Q2 | $3.63M | Sell |
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|
2022
Q1 | $3.97M | Buy |
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|
2021
Q4 | $4.18M | Buy |
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|
2021
Q3 | $3.48M | Buy |
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|
2021
Q2 | $2.66M | Buy |
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|
2021
Q1 | $2.65M | Buy |
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|
2020
Q4 | $2.51M | Sell |
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|
2020
Q3 | $10.2M | Buy |
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|
2020
Q2 | $2.22M | Buy |
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|
2020
Q1 | $566K | Sell |
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|
2019
Q4 | $3.02M | Buy |
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