Morton Brown Family Wealth’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 | $76.7K | Hold |
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|
2025
Q2 | $70.5K | Hold |
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|
2025
Q1 | $72K | Hold |
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|
2024
Q4 | $72.8K | Hold |
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|
2024
Q3 | $85.9K | Hold |
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|
2024
Q2 | $72.8K | Hold |
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|
2024
Q1 | $64.9K | Sell |
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|
2023
Q4 | $63K | Buy |
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|
2023
Q3 | $58.2K | Hold |
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|
2023
Q2 | $75.4K | Hold |
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|
2023
Q1 | $78.3K | Hold |
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|
2022
Q4 | $84.9K | Sell |
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|
2022
Q3 | $93K | Hold |
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|
2022
Q2 | $92K | Buy |
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|
2022
Q1 | $86K | Hold |
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|
2021
Q4 | $95K | Buy |
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