Tanager 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 | $366K | Buy |
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|
2025
Q2 | $233K | Sell |
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|
2025
Q1 | $259K | Buy |
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|
2024
Q4 | $242K | Buy |
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|
2024
Q3 | $270K | Sell |
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|
2024
Q2 | $232K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $221K | Buy |
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|
2023
Q1 | $223K | Sell |
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|
2022
Q4 | $245K | Buy |
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|
2022
Q3 | $220K | Hold |
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|
2022
Q2 | $217K | Hold |
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|
2022
Q1 | $237K | Hold |
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|
2021
Q4 | $261K | Buy |
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