Liberty 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
Q2 | $248K | Buy |
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|
2025
Q1 | $252K | Sell |
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|
2024
Q4 | $308K | Sell |
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|
2024
Q3 | $388K | Sell |
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|
2024
Q2 | $311K | Buy |
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|
2024
Q1 | $249K | Buy |
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|
2023
Q4 | $236K | Buy |
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|
2023
Q3 | $222K | Sell |
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|
2023
Q2 | $288K | Buy |
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|
2023
Q1 | $297K | Buy |
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|
2022
Q3 | $248K | Buy |
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|
2022
Q2 | $235K | Sell |
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|
2022
Q1 | $278K | Sell |
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|
2021
Q4 | $315 | Sell |
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|
2021
Q3 | $295K | Buy |
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|
2021
Q2 | $239K | Buy |
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|
2021
Q1 | $264K | Hold |
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|
2020
Q4 | $264K | Sell |
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|
2020
Q3 | $253K | Buy |
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|
2020
Q2 | $72K | Buy |
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|
2020
Q1 | $72K | Sell |
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|
2019
Q4 | $77K | Buy |
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|
2019
Q3 | $67K | Sell |
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|
2019
Q2 | $182K | Buy |
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|
2019
Q1 | $55K | Buy |
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|
2018
Q4 | $49K | Buy |
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