Level 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 | $489K | Sell |
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|
2025
Q2 | $469K | Hold |
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|
2025
Q1 | $478K | Sell |
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|
2024
Q4 | $492K | Sell |
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|
2024
Q3 | $594K | Buy |
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|
2024
Q2 | $497K | Sell |
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|
2024
Q1 | $452K | Buy |
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|
2023
Q4 | $430K | Sell |
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|
2023
Q3 | $424K | Sell |
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|
2023
Q2 | $550K | Sell |
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|
2023
Q1 | $597K | Sell |
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|
2022
Q4 | $652K | Hold |
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|
2022
Q3 | $612K | Sell |
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|
2022
Q2 | $604K | Buy |
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|
2022
Q1 | $661K | Sell |
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|
2021
Q4 | $740K | Buy |
|