Signature Wealth Management 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
Q2 | $1.19M | Buy |
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|
2025
Q1 | $615K | Hold |
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|
2024
Q4 | $622K | Hold |
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|
2024
Q3 | $733K | Sell |
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|
2024
Q2 | $632K | Buy |
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|
2024
Q1 | $570K | Buy |
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|
2023
Q4 | $466K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $990K | Buy |
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|
2022
Q4 | $1.07M | Hold |
|
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|
2022
Q3 | $1M | Hold |
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|
2022
Q2 | $989K | Hold |
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|
2022
Q1 | $1.08M | Sell |
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|
2021
Q4 | $1.22M | Sell |
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|
2021
Q3 | $1.05M | Hold |
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|
2021
Q2 | $978K | Hold |
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|
2021
Q1 | $1.01M | Buy |
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