Synergy 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
Q2 | $323K | Sell |
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|
2025
Q1 | $331K | Sell |
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|
2024
Q4 | $339K | Sell |
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|
2024
Q3 | $505K | Buy |
|
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|
2024
Q2 | $402K | Sell |
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|
2024
Q1 | $364K | Buy |
|
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|
2023
Q4 | $345K | Buy |
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|
2023
Q3 | $321K | Buy |
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|
2023
Q2 | $416K | Hold |
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|
2023
Q1 | $432K | Hold |
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|
2022
Q4 | $468K | Sell |
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|
2022
Q3 | $565K | Buy |
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|
2022
Q2 | $553K | Hold |
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|
2022
Q1 | $605K | Hold |
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|
2021
Q4 | $666K | Buy |
|