OneAscent Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $584K | Sell |
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|
2025
Q2 | $966K | Buy |
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|
2025
Q1 | $704K | Buy |
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|
2024
Q4 | $507K | Buy |
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|
2024
Q3 | $481K | Sell |
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|
2024
Q2 | $411K | Buy |
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|
2024
Q1 | $360K | Sell |
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|
2023
Q4 | $350K | Buy |
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|
2023
Q3 | $206K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $243K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $311K | Sell |
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|
2021
Q4 | $343K | Buy |
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|
2021
Q3 | $283K | Buy |
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|
2021
Q1 | $210K | Buy |
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|
2020
Q4 | $202K | Sell |
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|
2020
Q3 | $476K | Sell |
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|
2020
Q2 | $594K | Buy |
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|
2020
Q1 | $386K | Buy |
|