Principle Wealth Partners’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 | $2.48M | Buy |
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|
2025
Q1 | $2.48M | Sell |
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|
2024
Q4 | $2.61M | Buy |
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|
2024
Q3 | $2.99M | Buy |
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|
2024
Q2 | $2.44M | Buy |
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|
2024
Q1 | $2.14M | Buy |
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|
2023
Q4 | $1.65M | Sell |
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|
2023
Q3 | $2.21M | Sell |
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|
2023
Q2 | $2.88M | Sell |
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|
2023
Q1 | $2.99M | Hold |
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|
2022
Q4 | $3.24M | Buy |
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|
2022
Q3 | $2.61K | Buy |
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|
2022
Q2 | $2.4M | Buy |
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|
2022
Q1 | $2.38M | Buy |
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|
2021
Q4 | $2.1M | Hold |
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|
2021
Q3 | $1.77M | Hold |
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|
2021
Q2 | $1.65M | Buy |
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|
2021
Q1 | $1.39M | Buy |
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|
2020
Q4 | $1.18M | Buy |
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|
2020
Q3 | $546K | Hold |
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|
2020
Q2 | $472K | Hold |
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|
2020
Q1 | $473K | Sell |
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|
2019
Q4 | $488K | Hold |
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|
2019
Q3 | $470K | Hold |
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|
2019
Q2 | $413K | Buy |
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|
2019
Q1 | $380K | Sell |
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|
2018
Q4 | $387K | Buy |
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