Schneider Downs Wealth Management 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 | $450K | Buy |
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|
2025
Q1 | $297K | Buy |
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|
2024
Q4 | $265K | Hold |
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|
2024
Q3 | $313K | Sell |
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|
2024
Q2 | $264K | Sell |
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|
2024
Q1 | $262K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $200K | Sell |
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|
2022
Q4 | $224K | Sell |
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|
2022
Q3 | $653K | Sell |
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|
2022
Q2 | $669K | Sell |
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|
2022
Q1 | $735K | Sell |
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|
2021
Q4 | $810K | Sell |
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|
2021
Q3 | $681K | Buy |
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|
2021
Q2 | $614K | Buy |
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|
2021
Q1 | $575K | Buy |
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|
2020
Q4 | $204K | Sell |
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|
2020
Q3 | $268K | Buy |
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|
2020
Q2 | $230K | Hold |
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|
2020
Q1 | $230K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $211K | Buy |
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