Tanglewood Legacy Advisors’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 | $541K | Hold |
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|
2025
Q1 | $553K | Hold |
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|
2024
Q4 | $559K | Hold |
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|
2024
Q3 | $659K | Hold |
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|
2024
Q2 | $552K | Hold |
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|
2024
Q1 | $498K | Hold |
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|
2023
Q4 | $474K | Hold |
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|
2023
Q3 | $447K | Hold |
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|
2023
Q2 | $579K | Hold |
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|
2023
Q1 | $601K | Hold |
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|
2022
Q4 | $652K | Buy |
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