Jackson 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 | – | Sell |
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|
2025
Q2 | $1.81M | Sell |
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|
2025
Q1 | $8.25M | Buy |
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|
2024
Q4 | $8.08M | Buy |
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|
2024
Q3 | $9.34M | Buy |
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|
2024
Q2 | $4.37M | Sell |
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|
2024
Q1 | $6.68M | Buy |
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|
2023
Q4 | $4.58M | Sell |
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|
2023
Q3 | $5.92M | Buy |
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|
2023
Q2 | $7.38M | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $8.23M | Sell |
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|
2022
Q3 | $8.54M | Buy |
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|
2022
Q2 | $3.47M | Sell |
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|
2022
Q1 | $9.81M | Buy |
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|
2021
Q4 | $6.76M | Buy |
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|
2021
Q3 | $28K | Buy |
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|
2021
Q2 | $1.4M | Sell |
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|
2021
Q1 | $1.46M | Sell |
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|
2020
Q4 | $1.51M | Buy |
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|
2020
Q3 | $1.13M | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $1.2M | Sell |
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|
2019
Q3 | $1.1M | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $280K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $201K | Buy |
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