Legacy Wealth Asset 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
$723K Sell
2025
Q2
$673K Buy
2025
Q1
$685K Buy
2024
Q4
$683K Sell
2024
Q3
$814K Sell
2024
Q2
$682K Buy
2024
Q1
$560K Buy
2023
Q4
$512K Sell
2023
Q3
$488K Buy
2023
Q2
$629K Sell
2023
Q1
$688K Sell
2022
Q4
$747K Buy
2022
Q3
$698K Sell
2022
Q2
$940K Buy
2022
Q1
$1.01M Buy
2021
Q4
$1.07M Buy
2021
Q3
$877K Buy
2021
Q2
$815K Buy
2021
Q1
$822K Buy
2020
Q4
$828K Buy