Key Client Fiduciary 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
Q3 | $842K | Buy |
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|
2025
Q2 | $725K | Buy |
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|
2025
Q1 | $714K | Buy |
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|
2024
Q4 | $718K | Sell |
|
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|
2024
Q3 | $880K | Sell |
|
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|
2024
Q2 | $750K | Buy |
|
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|
2024
Q1 | $621K | Buy |
|
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|
2023
Q4 | $529K | Sell |
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|
2023
Q3 | $541K | Buy |
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|
2023
Q2 | $667K | Buy |
|
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|
2023
Q1 | $651K | Buy |
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|
2022
Q4 | $704K | Buy |
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|
2022
Q3 | $295K | Sell |
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|
2022
Q2 | $301K | Sell |
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|
2022
Q1 | $330K | Sell |
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|
2021
Q4 | $369K | Buy |
|