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