Sax 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
Q3 | $1.46M | Buy |
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|
2025
Q2 | $1.34M | Buy |
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|
2025
Q1 | $1.19M | Buy |
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|
2024
Q4 | $339K | Buy |
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|
2024
Q3 | $251K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $201K | Sell |
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|
2022
Q1 | $389K | Hold |
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|
2021
Q4 | $429K | Buy |
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|
2021
Q3 | $349K | Sell |
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|
2021
Q2 | $640K | Sell |
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|
2021
Q1 | $757K | Buy |
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|
2020
Q4 | $597K | Buy |
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