Jeppson 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 | $610K | Sell |
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|
2025
Q2 | $589K | Buy |
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|
2025
Q1 | $536K | Buy |
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|
2024
Q4 | $542K | Buy |
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|
2024
Q3 | $640K | Hold |
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|
2024
Q2 | $536K | Buy |
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|
2024
Q1 | $482K | Sell |
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|
2023
Q4 | $475K | Sell |
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|
2023
Q3 | $564K | Buy |
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|
2023
Q2 | $590K | Sell |
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|
2023
Q1 | $617K | Sell |
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|
2022
Q4 | $674K | Sell |
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|
2022
Q3 | $633K | Buy |
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|
2022
Q2 | $579K | Sell |
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|
2022
Q1 | $637K | Buy |
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|
2021
Q4 | $696K | Sell |
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|
2021
Q3 | $586K | Hold |
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|
2021
Q2 | $547K | Sell |
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|
2021
Q1 | $568K | Sell |
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|
2020
Q4 | $588K | Sell |
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|
2020
Q3 | $623K | Buy |
|