Sandbox Financial Partners’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
$1.15M Buy
2025
Q2
$990K Sell
2025
Q1
$1.03M Sell
2024
Q4
$1.07M Sell
2024
Q3
$1.33M Buy
2024
Q2
$1.04M Buy
2024
Q1
$905K Sell
2023
Q4
$896K Sell
2023
Q3
$1.18M Sell
2023
Q2
$1.61M Sell
2023
Q1
$1.98M Buy
2022
Q4
$2.1M Buy
2022
Q3
$1.97M Sell
2022
Q2
$1.97M Buy
2022
Q1
$2.16M Sell
2021
Q4
$2.42M Buy
2021
Q3
$1.41M Buy
2021
Q2
$1.23M Sell
2021
Q1
$1.31M Buy
2020
Q4
$1.14M Buy