LifeSteps Financial’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 | $719K | Sell |
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|
2025
Q2 | $666K | Buy |
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|
2025
Q1 | $668K | Sell |
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|
2024
Q4 | $681K | Hold |
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|
2024
Q3 | $803K | Hold |
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|
2024
Q2 | $673K | Sell |
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|
2024
Q1 | $612K | Sell |
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|
2023
Q4 | $585K | Hold |
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|
2023
Q3 | $552K | Hold |
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|
2023
Q2 | $715K | Sell |
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|
2023
Q1 | $747K | Buy |
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|
2022
Q4 | $793K | Sell |
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|
2022
Q3 | $750K | Buy |
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|
2022
Q2 | $741K | Sell |
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|
2022
Q1 | $836K | Hold |
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|
2021
Q4 | $921K | Sell |
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|
2021
Q3 | $780K | Hold |
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|
2021
Q2 | $728K | Sell |
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|
2021
Q1 | $869K | Hold |
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|
2020
Q4 | $887K | Sell |
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|
2020
Q3 | $809K | Sell |
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|
2020
Q2 | $714K | Hold |
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|
2020
Q1 | $716K | Buy |
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|
2019
Q4 | $720K | Buy |
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