Ritholtz Wealth Management’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 | $2.43M | Buy |
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|
2025
Q1 | $2.25M | Buy |
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|
2024
Q4 | $2.22M | Buy |
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|
2024
Q3 | $2.5M | Buy |
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|
2024
Q2 | $1.87M | Buy |
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|
2024
Q1 | $1.28M | Sell |
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|
2023
Q4 | $1.23M | Sell |
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|
2023
Q3 | $1.19M | Buy |
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|
2023
Q2 | $949K | Sell |
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|
2023
Q1 | $1.01M | Sell |
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|
2022
Q4 | $1.35M | Sell |
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|
2022
Q3 | $2.34M | Buy |
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|
2022
Q2 | $1.21M | Buy |
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|
2022
Q1 | $1.19M | Buy |
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|
2021
Q4 | $1.16M | Buy |
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|
2021
Q3 | $808K | Buy |
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|
2021
Q2 | $519K | Buy |
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|
2021
Q1 | $522K | Buy |
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|
2020
Q4 | $440K | Buy |
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|
2020
Q3 | $347K | Buy |
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|
2020
Q2 | $270K | Sell |
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|
2020
Q1 | $374K | Buy |
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