Paces Ferry 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 | $218K | Sell |
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|
2025
Q1 | $241K | Sell |
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|
2024
Q4 | $247K | Sell |
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|
2024
Q3 | $296K | Sell |
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|
2024
Q2 | $249K | Hold |
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|
2024
Q1 | $225K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $205K | Sell |
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|
2023
Q2 | $333K | Sell |
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|
2023
Q1 | $360K | Buy |
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|
2022
Q4 | $370K | Buy |
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|
2022
Q3 | $344K | Buy |
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|
2022
Q2 | $338K | Buy |
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|
2022
Q1 | $318K | Buy |
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|
2021
Q4 | $345K | Sell |
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|
2021
Q3 | $297K | Sell |
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|
2021
Q2 | $290K | Buy |
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|
2021
Q1 | $286K | Sell |
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|
2020
Q4 | $294K | Sell |
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|
2020
Q3 | $268K | Buy |
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