Sound Financial Strategies Group’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 | $741K | Buy |
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|
2025
Q1 | $734K | Sell |
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|
2024
Q4 | $822K | Buy |
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|
2024
Q3 | $668K | Buy |
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|
2024
Q2 | $540K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $1.1M | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $1.61M | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $579K | Sell |
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|
2020
Q4 | $611K | Buy |
|