Symphony Financial’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
$2.88M Buy
2025
Q2
$2.69M Buy
2025
Q1
Sell
2024
Q4
$2.58M Sell
2024
Q3
$3.15M Sell
2024
Q2
$2.89M Buy
2024
Q1
$2.31M Buy
2023
Q4
$2.07M Buy
2023
Q3
$1.14M Sell
2023
Q2
$2.12M Sell
2023
Q1
$2.42M Buy
2022
Q4
$2.66M Sell
2022
Q3
$4.37M Buy
2022
Q2
$4.06M Buy
2022
Q1
$4.52M Buy
2021
Q4
$4.02M Buy
2021
Q3
$2.77M Sell
2021
Q2
$3.11M Sell
2021
Q1
$6.79M Sell
2020
Q4
$6.17M Buy
2020
Q3
$5.23M Buy
2020
Q2
$4.23M Buy
2020
Q1
$3.02M Buy