MB, Levis & Associates’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
$706K Sell
2025
Q2
$738K Buy
2025
Q1
$749K Buy
2024
Q4
$756K Sell
2024
Q3
$892K Buy
2024
Q2
$746K Buy
2024
Q1
$664K Buy
2023
Q4
$136K Sell
2023
Q3
$593K Sell
2023
Q2
$776K Buy
2023
Q1
$803K Buy
2022
Q4
$867K Buy