Richard W. Paul & Associates’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
$579K Buy
2025
Q1
$548K Sell
2024
Q4
$799K Sell
2024
Q3
$944K Sell
2024
Q2
$802K Sell
2024
Q1
$790K Buy
2023
Q4
$647K Buy
2023
Q3
$568K Buy
2023
Q2
$664K Buy
2023
Q1
$665K Buy
2022
Q4
$696K Buy