Pinnacle Wealth Planning 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
Q2 | $339K | Buy |
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|
2025
Q1 | $307K | Buy |
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|
2024
Q4 | $288K | Sell |
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|
2024
Q3 | $834K | Sell |
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|
2024
Q2 | $710K | Buy |
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|
2024
Q1 | $621K | Sell |
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|
2023
Q4 | $606K | Buy |
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|
2023
Q3 | $290K | Sell |
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|
2023
Q2 | $698K | Buy |
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|
2023
Q1 | $539K | Sell |
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|
2022
Q4 | $767K | Sell |
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|
2022
Q3 | $788K | Buy |
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|
2022
Q2 | $777K | Buy |
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|
2022
Q1 | $836K | Buy |
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|
2021
Q4 | $715K | Buy |
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|
2021
Q3 | $561K | Buy |
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|
2021
Q2 | $411K | Buy |
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|
2021
Q1 | $421K | Buy |
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|
2020
Q4 | $424K | Buy |
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|
2020
Q3 | $374K | Buy |
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|
2020
Q2 | $316K | Sell |
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|
2020
Q1 | $440K | Buy |
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|
2019
Q4 | $310K | Buy |
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|
2019
Q3 | $246K | Buy |
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