O'Brien Wealth Partners’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
Q4 | $1.2K | Hold |
|
|||||
|
2025
Q3 | $1.13K | Hold |
|
|||||
|
2025
Q2 | $1.04K | Buy |
|
|||||
|
2025
Q1 | $709 | Buy |
|
|||||
|
2024
Q1 | – | Sell |
|
|||||
|
2023
Q4 | $249K | Buy |
|
|||||
|
2023
Q3 | $207K | Buy |
|
|||||
|
2023
Q2 | $268K | Sell |
|
|||||
|
2023
Q1 | $278K | Sell |
|
|||||
|
2022
Q4 | $310K | Buy |
|
|||||
|
2018
Q2 | – | Sell |
|
|||||
|
2018
Q1 | $5K | Buy |
|