Schechter Investment 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
Q1 | $1.6M | Sell |
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|
2024
Q4 | $1.84M | Buy |
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|
2024
Q3 | $1.78M | Buy |
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|
2024
Q2 | $1.43M | Buy |
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|
2024
Q1 | $1.26M | Buy |
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|
2023
Q4 | $1.08M | Buy |
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|
2023
Q3 | $972K | Sell |
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|
2023
Q2 | $1.63M | Buy |
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|
2023
Q1 | $1.67M | Sell |
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|
2022
Q4 | $2.36M | Buy |
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|
2022
Q3 | $1.95M | Sell |
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|
2022
Q2 | $2.19M | Sell |
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|
2022
Q1 | $2.6M | Sell |
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|
2021
Q4 | $2.89M | Buy |
|