Nvest Financial’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
$3.11M Buy
2025
Q1
$2.98M Buy
2024
Q4
$2.29M Buy
2024
Q3
$2.61M Buy
2024
Q2
$2.16M Buy
2024
Q1
$1.67M Buy
2023
Q4
$1.33M Buy
2023
Q3
$860K Buy
2023
Q2
$971K Buy
2023
Q1
$913K Buy
2022
Q4
$979K Buy
2022
Q3
$915K Sell
2022
Q2
$920K Sell
2022
Q1
$1.63M Buy