Syverson Strege & Co’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
$214K Sell
2025
Q2
$211K Buy
2023
Q2
Sell
2023
Q1
$94.5K Hold
2022
Q4
$102K Buy
2022
Q3
$96K Hold
2022
Q2
$95K Hold
2022
Q1
$104K Hold
2021
Q4
$114K Hold
2021
Q3
$96K Hold
2021
Q2
$90K Sell
2021
Q1
$190K Sell
2020
Q4
$194K Buy