Synergy Asset 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 | $1.59M | Buy |
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|
2025
Q2 | $396K | Hold |
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|
2025
Q1 | $404K | Sell |
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|
2024
Q4 | $892K | Buy |
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|
2024
Q3 | $486K | Sell |
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|
2024
Q2 | $409K | Sell |
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|
2024
Q1 | $428K | Sell |
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|
2023
Q4 | $12M | Buy |
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|
2023
Q3 | $325K | Buy |
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|
2023
Q2 | $405K | Buy |
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|
2023
Q1 | $416K | Buy |
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|
2022
Q4 | $435K | Hold |
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|
2022
Q3 | $408K | Sell |
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|
2022
Q2 | $407K | Buy |
|