Roberts 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 | $5.07M | Sell |
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|
2025
Q1 | $5.19M | Buy |
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|
2024
Q4 | $5.06M | Buy |
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|
2024
Q3 | $5.57M | Buy |
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|
2024
Q2 | $4.82M | Buy |
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|
2024
Q1 | $4.16M | Buy |
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|
2023
Q4 | $11.7M | Buy |
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|
2023
Q3 | $2.21M | Buy |
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|
2023
Q2 | $316K | Buy |
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|
2023
Q1 | $328K | Sell |
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|
2022
Q4 | $454K | Buy |
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