Sound Stewardship’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 | $434K | Sell |
|
|||||
|
2025
Q2 | $413K | Sell |
|
|||||
|
2025
Q1 | $423K | Sell |
|
|||||
|
2024
Q4 | $454K | Sell |
|
|||||
|
2024
Q3 | $539K | Sell |
|
|||||
|
2024
Q2 | $473K | Hold |
|
|||||
|
2024
Q1 | $427K | Sell |
|
|||||
|
2023
Q4 | $419K | Sell |
|
|||||
|
2023
Q3 | $423K | Hold |
|
|||||
|
2023
Q2 | $548K | Sell |
|
|||||
|
2023
Q1 | $587K | Hold |
|
|||||
|
2022
Q4 | $636K | Buy |
|