N.E.W. Advisory Services’s NextEra Energy NEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $506K | Buy |
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|
2025
Q4 | $210K | Buy |
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|
2025
Q3 | $149K | Buy |
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|
2025
Q2 | $137K | Sell |
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|
2025
Q1 | $193K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $277K | Buy |
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|
2024
Q2 | $213K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $275K | Sell |
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|
2023
Q1 | $377K | Sell |
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|
2022
Q4 | $424K | Buy |
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|
2022
Q3 | $377K | Sell |
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|
2022
Q2 | $380K | Buy |
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|
2022
Q1 | $367K | Sell |
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|
2021
Q4 | $534K | Hold |
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|
2021
Q3 | $449K | Buy |
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|
2021
Q2 | $411K | Buy |
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|
2021
Q1 | $367K | Buy |
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|
2020
Q4 | $315K | Buy |
|