JFS Wealth 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
Q2 | $296K | Sell |
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|
2025
Q1 | $341K | Buy |
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|
2024
Q4 | $329K | Buy |
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|
2024
Q3 | $371K | Buy |
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|
2024
Q2 | $223K | Sell |
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|
2024
Q1 | $211K | Sell |
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|
2023
Q4 | $212K | Buy |
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|
2023
Q3 | $193K | Sell |
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|
2023
Q2 | $276K | Buy |
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|
2023
Q1 | $277K | Sell |
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|
2022
Q4 | $318K | Sell |
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|
2022
Q3 | $311K | Buy |
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|
2022
Q2 | $290K | Sell |
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|
2022
Q1 | $325K | Buy |
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|
2021
Q4 | $344K | Buy |
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|
2021
Q3 | $281K | Buy |
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|
2021
Q2 | $146K | Sell |
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|
2021
Q1 | $303K | Buy |
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|
2020
Q4 | $306K | Hold |
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|
2020
Q3 | $275K | Hold |
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|
2020
Q2 | $238K | Hold |
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|
2020
Q1 | $238K | Buy |
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|
2019
Q4 | $190K | Hold |
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|
2019
Q3 | $183K | Buy |
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|
2019
Q2 | $159K | Hold |
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|
2019
Q1 | $150K | Hold |
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|
2018
Q4 | $135K | Hold |
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|
2018
Q3 | $130K | Hold |
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|
2018
Q2 | $130K | Buy |
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|
2018
Q1 | $114K | Hold |
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|
2017
Q4 | $109K | Hold |
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|
2017
Q3 | $103K | Hold |
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|
2017
Q2 | $98K | Hold |
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|
2017
Q1 | $84K | Hold |
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|
2016
Q4 | $84K | Hold |
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|
2016
Q3 | $86K | Sell |
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|
2016
Q2 | $691K | Buy |
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|
2016
Q1 | $237K | Hold |
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|
2015
Q4 | $208K | Sell |
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|
2015
Q3 | $205K | Buy |
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|
2014
Q2 | – | Sell |
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|
2014
Q1 | $202K | Buy |
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