Resonant Capital 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 | $687K | Sell |
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|
2025
Q2 | $654K | Buy |
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|
2025
Q1 | $493K | Buy |
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|
2024
Q4 | $419K | Sell |
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|
2024
Q3 | $497K | Buy |
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|
2024
Q2 | $391K | Buy |
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|
2024
Q1 | $332K | Buy |
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|
2023
Q4 | $253K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $299K | Buy |
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|
2023
Q1 | $292K | Sell |
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|
2022
Q4 | $333K | Sell |
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|
2022
Q3 | $365K | Buy |
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|
2022
Q2 | $360K | Buy |
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|
2022
Q1 | $320K | Buy |
|