River Wealth 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
Q2 | $337K | Sell |
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|
2025
Q1 | $349K | Sell |
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|
2024
Q4 | $1.21M | Sell |
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|
2024
Q3 | $1.47M | Sell |
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|
2024
Q2 | $1.27M | Sell |
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|
2024
Q1 | $1.27M | Sell |
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|
2023
Q4 | $1.48M | Sell |
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|
2023
Q3 | $1.48M | Buy |
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|
2023
Q2 | $1.69M | Buy |
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|
2023
Q1 | $1.46M | Buy |
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|
2022
Q4 | $1.16M | Sell |
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|
2022
Q3 | $1.11M | Sell |
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|
2022
Q2 | $1.15M | Sell |
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|
2022
Q1 | $1.27M | Sell |
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|
2021
Q4 | $1.52M | Buy |
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|
2021
Q3 | $1.24M | Buy |
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|
2021
Q2 | $1.06M | Buy |
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|
2021
Q1 | $977K | Sell |
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|
2020
Q4 | $1.01M | Buy |
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|
2020
Q3 | $852K | Sell |
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|
2020
Q2 | $756K | Sell |
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|
2020
Q1 | $791K | Sell |
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|
2019
Q4 | $807K | Sell |
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|
2019
Q3 | $799K | Buy |
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|
2019
Q2 | $695K | Buy |
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|
2019
Q1 | $656K | Sell |
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|
2018
Q4 | $644K | Sell |
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|
2018
Q3 | $761K | Sell |
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|
2018
Q2 | $775K | Sell |
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|
2018
Q1 | $773K | Buy |
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|
2017
Q4 | $718K | Buy |
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|
2017
Q3 | $645K | Sell |
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|
2017
Q2 | $634K | Sell |
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|
2017
Q1 | $592K | Sell |
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|
2016
Q4 | $608K | Sell |
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|
2016
Q3 | $629K | Sell |
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|
2016
Q2 | $692K | Hold |
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|
2016
Q1 | $628K | Buy |
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|
2015
Q4 | $543K | Sell |
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|
2015
Q3 | $520K | Sell |
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|
2015
Q2 | $552K | Sell |
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|
2015
Q1 | $667K | Buy |
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