Marshall Financial Group (Maryland)’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 | $801K | Sell |
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|
2025
Q2 | $835K | Sell |
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|
2025
Q1 | $815K | Sell |
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|
2024
Q4 | $841K | Buy |
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|
2024
Q3 | $956K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $205K | Hold |
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|
2023
Q1 | $213K | Hold |
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|
2022
Q4 | $231K | Sell |
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|
2022
Q3 | $232K | Hold |
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|
2022
Q2 | $229K | Buy |
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|
2022
Q1 | $248K | Buy |
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|
2021
Q4 | $273K | Buy |
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|
2021
Q3 | $228K | Hold |
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|
2021
Q2 | $213K | Hold |
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|
2021
Q1 | $220K | Buy |
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|
2020
Q4 | $213K | Buy |
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