Ridgecrest 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
Q3 | $364K | Hold |
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|
2025
Q2 | $334K | Hold |
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|
2025
Q1 | $341K | Sell |
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|
2024
Q4 | $355K | Hold |
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|
2024
Q3 | $418K | Sell |
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|
2024
Q2 | $354K | Hold |
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|
2024
Q1 | $319K | Sell |
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|
2023
Q4 | $330K | Sell |
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|
2023
Q3 | $361K | Sell |
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|
2023
Q2 | $640K | Buy |
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|
2023
Q1 | $655K | Buy |
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|
2022
Q4 | $709K | Hold |
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|
2022
Q3 | $665K | Hold |
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|
2022
Q2 | $657K | Buy |
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|
2022
Q1 | $715K | Sell |
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|
2021
Q4 | $805K | Buy |
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|
2021
Q3 | $663K | Buy |
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|
2021
Q2 | $384K | Buy |
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|
2021
Q1 | $272K | Buy |
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