Primoris 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 | $2.47M | Buy |
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|
2025
Q1 | $2.49M | Sell |
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|
2024
Q4 | $2.63M | Sell |
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|
2024
Q3 | $3.19M | Buy |
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|
2024
Q2 | $2.6M | Sell |
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|
2024
Q1 | $2.46M | Buy |
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|
2023
Q4 | $2.04M | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $432K | Sell |
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|
2022
Q4 | $475K | Buy |
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|
2022
Q3 | $422K | Sell |
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|
2022
Q2 | $425K | Buy |
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|
2022
Q1 | $456K | Buy |
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|
2021
Q4 | $473K | Buy |
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