RTD Financial 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
Q3 | $765K | Hold |
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|
2025
Q2 | $703K | Sell |
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|
2025
Q1 | $776K | Sell |
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|
2024
Q4 | $799K | Hold |
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|
2024
Q3 | $942K | Hold |
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|
2024
Q2 | $789K | Sell |
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|
2024
Q1 | $728K | Hold |
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|
2023
Q4 | $692K | Hold |
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|
2023
Q3 | $653K | Sell |
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|
2023
Q2 | $860K | Sell |
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|
2023
Q1 | $910K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $212K | Sell |
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|
2022
Q1 | $235K | Buy |
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|
2021
Q4 | $256K | Buy |
|