Schrum Private Wealth Management’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 | $498K | Buy |
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|
2025
Q1 | $508K | Buy |
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|
2024
Q4 | $513K | Sell |
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|
2024
Q3 | $1M | Buy |
|
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|
2024
Q2 | $570K | Sell |
|
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|
2024
Q1 | $525K | Buy |
|
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|
2023
Q4 | $376K | Sell |
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|
2023
Q3 | $447K | Sell |
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|
2023
Q2 | $645K | Sell |
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|
2023
Q1 | $678K | Sell |
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|
2022
Q4 | $746K | Sell |
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|
2022
Q3 | $706K | Sell |
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|
2022
Q2 | $1.93M | Sell |
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|
2022
Q1 | $2M | Sell |
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|
2021
Q4 | $2.46M | Buy |
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