Oxford Financial Group’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 | $909K | Sell |
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|
2025
Q1 | $1.01M | Buy |
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|
2024
Q4 | $1.01M | Sell |
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|
2024
Q3 | $1.23M | Sell |
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|
2024
Q2 | $1.04M | Buy |
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|
2024
Q1 | $915K | Sell |
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|
2023
Q4 | $930K | Buy |
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|
2023
Q3 | $876K | Sell |
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|
2023
Q2 | $1.24M | Buy |
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|
2023
Q1 | $942K | Sell |
|
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|
2022
Q4 | $1.03M | Buy |
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|
2022
Q3 | $879K | Sell |
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|
2022
Q2 | $906K | Buy |
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|
2022
Q1 | $962K | Sell |
|
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|
2021
Q4 | $1.23M | Sell |
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|
2021
Q3 | $1.07M | Buy |
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|
2021
Q2 | $898K | Buy |
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|
2021
Q1 | $894K | Hold |
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|
2020
Q4 | $912K | Sell |
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|
2020
Q3 | $915K | Buy |
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|
2020
Q2 | $695K | Hold |
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|
2020
Q1 | $697K | Buy |
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