Regatta Capital Group’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
Q3
$240K Sell
2025
Q2
$222K Buy
2025
Q1
$227K Buy
2024
Q4
$229K Sell
2024
Q3
$275K Buy
2024
Q2
$226K Hold
2024
Q1
$204K Buy
2023
Q3
Sell
2023
Q2
$224K Sell
2023
Q1
$258K Hold
2022
Q4
$258K Buy
2022
Q3
$239K Hold
2022
Q2
$239K Sell
2022
Q1
$263K Buy
2021
Q4
$290K Buy