Monte Financial Group’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 | $209K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $198K | Hold |
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|
2024
Q3 | $234K | Buy |
|
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $260K | Hold |
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|
2023
Q1 | $270K | Sell |
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|
2022
Q4 | $334K | Hold |
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|
2022
Q3 | $314K | Hold |
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|
2022
Q2 | $310K | Hold |
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|
2022
Q1 | $339K | Hold |
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|
2021
Q4 | $373K | Buy |
|