Ritter Daniher Financial Advisory’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 | $883K | Hold |
|
|||||
|
2025
Q1 | $901K | Hold |
|
|||||
|
2024
Q4 | $911K | Buy |
|
|||||
|
2024
Q3 | $1.05M | Hold |
|
|||||
|
2024
Q2 | $883K | Hold |
|
|||||
|
2024
Q1 | $797K | Hold |
|
|||||
|
2023
Q4 | $757K | Sell |
|
|||||
|
2023
Q3 | $755K | Hold |
|
|||||
|
2023
Q2 | $978K | Sell |
|
|||||
|
2023
Q1 | $1.02M | Hold |
|
|||||
|
2022
Q4 | $1.1M | Sell |
|
|||||
|
2022
Q3 | $1.13M | Sell |
|
|||||
|
2022
Q2 | $1.12M | Hold |
|
|||||
|
2022
Q1 | $1.22M | Sell |
|
|||||
|
2021
Q4 | $1.35M | Sell |
|
|||||
|
2021
Q3 | $1.26M | Hold |
|
|||||
|
2021
Q2 | $1.18M | Hold |
|
|||||
|
2021
Q1 | $1.21M | Sell |
|
|||||
|
2020
Q4 | $1.26M | Buy |
|