Sound View Wealth Advisors 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 | $3.43M | Buy |
|
|||||
|
2025
Q1 | $3.45M | Buy |
|
|||||
|
2024
Q4 | $3.38M | Buy |
|
|||||
|
2024
Q3 | $3.91M | Buy |
|
|||||
|
2024
Q2 | $3.15M | Sell |
|
|||||
|
2024
Q1 | $2.96M | Sell |
|
|||||
|
2023
Q4 | $3.31M | Buy |
|
|||||
|
2023
Q3 | $2.76M | Sell |
|
|||||
|
2023
Q2 | $3.59M | Sell |
|
|||||
|
2023
Q1 | $3.75M | Sell |
|
|||||
|
2022
Q4 | $3.31M | Buy |
|
|||||
|
2022
Q3 | $3.21M | Sell |
|
|||||
|
2022
Q2 | $3.25M | Sell |
|
|||||
|
2022
Q1 | $3.55M | Buy |
|
|||||
|
2021
Q4 | $3.25M | Buy |
|
|||||
|
2021
Q3 | $2.54M | Sell |
|
|||||
|
2021
Q2 | $2.4M | Buy |
|
|||||
|
2021
Q1 | $2.37M | Buy |
|
|||||
|
2020
Q4 | $2.36M | Sell |
|
|||||
|
2020
Q3 | $2.2M | Sell |
|
|||||
|
2020
Q2 | $1.98M | Buy |
|
|||||
|
2020
Q1 | $1.88M | Sell |
|
|||||
|
2019
Q4 | $1.92M | Sell |
|
|||||
|
2019
Q3 | $1.87M | Sell |
|
|||||
|
2019
Q2 | $1.73M | Buy |
|