SkyOak Wealth’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 | $2.77M | Hold |
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|
2025
Q1 | $2.83M | Sell |
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|
2024
Q4 | $2.9M | Buy |
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|
2024
Q3 | $3.32M | Sell |
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|
2024
Q2 | $2.79M | Sell |
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|
2024
Q1 | $2.57M | Sell |
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|
2023
Q4 | $2.45M | Sell |
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|
2023
Q3 | $2.56M | Sell |
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|
2023
Q2 | $3.32M | Sell |
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|
2023
Q1 | $3.58M | Buy |
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|
2022
Q4 | $3.88M | Buy |
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|
2022
Q3 | $3.57M | Sell |
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|
2022
Q2 | $3.6M | Buy |
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|
2022
Q1 | $3.88M | Buy |
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|
2021
Q4 | $4.22M | Buy |
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|
2021
Q3 | $3.54M | Buy |
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|
2021
Q2 | $3.3M | Sell |
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|
2021
Q1 | $3.5M | Sell |
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|
2020
Q4 | $3.54M | Sell |
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|
2020
Q3 | $3.19M | Sell |
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|
2020
Q2 | $2.88M | Sell |
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|
2020
Q1 | $2.9M | Sell |
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|
2019
Q4 | $2.98M | Buy |
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