Legend Financial 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 | $238K | Hold |
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|
2025
Q2 | $219K | Hold |
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|
2025
Q1 | $223K | Sell |
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|
2024
Q4 | $247K | Sell |
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|
2024
Q3 | $329K | Sell |
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|
2024
Q2 | $293K | Sell |
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|
2024
Q1 | $266K | Buy |
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|
2023
Q4 | $247K | Buy |
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|
2023
Q3 | $230K | Sell |
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|
2023
Q2 | $309K | Hold |
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|
2023
Q1 | $321K | Sell |
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|
2022
Q4 | $371K | Buy |
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|
2022
Q3 | $330K | Hold |
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|
2022
Q2 | $326K | Buy |
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