KFG 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 | $1.04M | Sell |
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|
2025
Q2 | $958K | Buy |
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|
2025
Q1 | $977K | Buy |
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|
2024
Q4 | $815K | Buy |
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|
2024
Q3 | $957K | Buy |
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|
2024
Q2 | $798K | Sell |
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|
2024
Q1 | $728K | Sell |
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|
2023
Q4 | $710K | Hold |
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|
2023
Q3 | $670K | Hold |
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|
2023
Q2 | $868K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $235K | Buy |
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