Mattern 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 | $1.24M | Sell |
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|
2025
Q1 | $1.29M | Sell |
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|
2024
Q4 | $1.33M | Sell |
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|
2024
Q3 | $1.61M | Sell |
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|
2024
Q2 | $1.44M | Sell |
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|
2024
Q1 | $2.57M | Sell |
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|
2023
Q4 | $2.55M | Sell |
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|
2023
Q3 | $2.43M | Buy |
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|
2023
Q2 | $3.03M | Buy |
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|
2023
Q1 | $2.84M | Buy |
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|
2022
Q4 | $2.9M | Sell |
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|
2022
Q3 | $2.77M | Sell |
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|
2022
Q2 | $2.75M | Buy |
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|
2022
Q1 | $3M | Buy |
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|
2021
Q4 | $1.74M | Sell |
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|
2021
Q3 | $1.57M | Sell |
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|
2021
Q2 | $1.65M | Sell |
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|
2021
Q1 | $2.47M | Sell |
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|
2020
Q4 | $3.47M | Sell |
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|
2020
Q3 | $3.21M | Buy |
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|
2020
Q2 | $2.61M | Buy |
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|
2020
Q1 | $2.39M | Sell |
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|
2019
Q4 | $2.44M | Buy |
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