Naviter 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
Q2 | $331K | Buy |
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|
2025
Q1 | $329K | Sell |
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|
2024
Q4 | $441K | Sell |
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|
2024
Q3 | $1.6M | Sell |
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|
2024
Q2 | $1.36M | Buy |
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|
2024
Q1 | $1.12M | Buy |
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|
2023
Q4 | $633K | Sell |
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|
2023
Q3 | $669K | Buy |
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|
2023
Q2 | $851K | Buy |
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|
2023
Q1 | $760K | Sell |
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|
2022
Q4 | $868K | Buy |
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|
2022
Q3 | $708K | Buy |
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|
2022
Q2 | $663K | Buy |
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