Strait & Sound Wealth Management’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 | $392K | Hold |
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|
2025
Q2 | $360K | Sell |
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|
2025
Q1 | $394K | Buy |
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|
2024
Q4 | $399K | Hold |
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|
2024
Q3 | $470K | Buy |
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|
2024
Q2 | $394K | Hold |
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|
2024
Q1 | $356K | Buy |
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|
2023
Q4 | $324K | Sell |
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|
2023
Q3 | $369K | Sell |
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|
2023
Q2 | $498K | Sell |
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|
2023
Q1 | $535K | Buy |
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|
2022
Q4 | $581K | Buy |
|