Regent Peak 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
Q3 | $556K | Buy |
|
|||||
|
2025
Q1 | $499K | Sell |
|
|||||
|
2024
Q4 | $507K | Sell |
|
|||||
|
2024
Q3 | $602K | Sell |
|
|||||
|
2024
Q2 | $506K | Buy |
|
|||||
|
2024
Q1 | $450K | Buy |
|
|||||
|
2023
Q4 | $408K | Buy |
|
|||||
|
2023
Q3 | $379K | Sell |
|
|||||
|
2023
Q2 | $533K | Sell |
|
|||||
|
2023
Q1 | $556K | Sell |
|
|||||
|
2022
Q4 | $633K | Buy |
|
|||||
|
2022
Q3 | $557K | Buy |
|
|||||
|
2022
Q2 | $537K | Buy |
|
|||||
|
2022
Q1 | $564K | Sell |
|
|||||
|
2021
Q4 | $626K | Buy |
|
|||||
|
2021
Q3 | $507K | Buy |
|
|||||
|
2021
Q2 | $500K | Buy |
|
|||||
|
2021
Q1 | $466K | Sell |
|
|||||
|
2020
Q4 | $488K | Buy |
|
|||||
|
2020
Q3 | $411K | Buy |
|
|||||
|
2020
Q2 | $348K | Buy |
|
|||||
|
2020
Q1 | $334K | Sell |
|
|||||
|
2019
Q4 | $446K | Buy |
|