Meridian Wealth Advisors’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 | $238K | Sell |
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|
2025
Q1 | $279K | Sell |
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|
2024
Q4 | $360K | Sell |
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|
2024
Q3 | $425K | Buy |
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|
2024
Q2 | $326K | Buy |
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|
2024
Q1 | $241K | Sell |
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|
2023
Q4 | $230K | Sell |
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|
2023
Q3 | $228K | Buy |
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|
2023
Q2 | $287K | Sell |
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|
2023
Q1 | $301K | Hold |
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|
2022
Q4 | $326K | Buy |
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|
2022
Q3 | $303K | Hold |
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|
2022
Q2 | $299K | Sell |
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|
2022
Q1 | $331K | Buy |
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|
2021
Q4 | $283K | Hold |
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|
2021
Q3 | $238K | Hold |
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|
2021
Q2 | $222K | Buy |
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|
2021
Q1 | $225K | Sell |
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|
2020
Q4 | $310K | Buy |
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|
2020
Q3 | $279K | Buy |
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|
2020
Q2 | $241K | Buy |
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|
2020
Q1 | $209K | Sell |
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|
2019
Q4 | $215K | Hold |
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|
2019
Q3 | $207K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $47K | Buy |
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