Sovereign Financial 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
Q3
$731K Sell
2025
Q2
$674K Buy
2025
Q1
$665K Sell
2024
Q4
$680K Sell
2024
Q3
$806K Sell
2024
Q2
$678K Buy
2024
Q1
$610K Buy
2023
Q4
$535K Buy
2023
Q3
$485K Sell
2023
Q2
$652K Buy
2023
Q1
$586K Buy
2022
Q4
$631K Buy
2022
Q3
$561K Sell
2022
Q2
$557K Buy
2022
Q1
$599K Buy
2021
Q4
$628K Sell
2021
Q3
$541K Buy
2021
Q2
$471K Hold
2021
Q1
$471K Buy
2020
Q4
$457K Buy