SOA Wealth 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
Q3 | $1.68M | Sell |
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|
2025
Q2 | $1.55M | Buy |
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|
2025
Q1 | $1.54M | Sell |
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|
2024
Q4 | $1.56M | Buy |
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|
2024
Q3 | $1.84M | Buy |
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|
2024
Q2 | $1.5M | Sell |
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|
2024
Q1 | $1.61M | Sell |
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|
2023
Q4 | $1.55M | Sell |
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|
2023
Q3 | $1.52M | Sell |
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|
2023
Q2 | $1.98M | Sell |
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|
2023
Q1 | $2.1M | Sell |
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|
2022
Q4 | $2.35M | Sell |
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|
2022
Q3 | $2.21M | Sell |
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|
2022
Q2 | $2.2M | Sell |
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|
2022
Q1 | $2.41M | Buy |
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|
2021
Q4 | $2.49M | Sell |
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|
2021
Q3 | $2.27M | Buy |
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|
2021
Q2 | $1.88M | Sell |
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|
2021
Q1 | $2.2M | Sell |
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|
2020
Q4 | $2.45M | Buy |
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