Outlook Wealth Advisors’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 | $204K | Hold |
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|
2025
Q1 | $209K | Sell |
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|
2024
Q4 | $591K | Sell |
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|
2024
Q3 | $697K | Sell |
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|
2024
Q2 | $589K | Sell |
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|
2024
Q1 | $536K | Sell |
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|
2023
Q4 | $697K | Sell |
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|
2023
Q3 | $738K | Buy |
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|
2023
Q2 | $933K | Sell |
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|
2023
Q1 | $1M | Buy |
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|
2022
Q4 | $1.09M | Buy |
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|
2022
Q3 | $809K | Sell |
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|
2022
Q2 | $811K | Buy |
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|
2022
Q1 | $881K | Sell |
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|
2021
Q4 | $976K | Buy |
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|
2021
Q3 | $817K | Buy |
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|
2021
Q2 | $756K | Sell |
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|
2021
Q1 | $855K | Buy |
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|
2020
Q4 | $778K | Buy |
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|
2020
Q3 | $685K | Buy |
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|
2020
Q2 | $533K | Sell |
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|
2020
Q1 | $559K | Buy |
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|
2019
Q4 | $425K | Buy |
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|
2019
Q3 | $398K | Buy |
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|
2019
Q2 | $339K | Buy |
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|
2019
Q1 | $303K | Buy |
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|
2018
Q4 | $242K | Buy |
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