Taylor & Morgan 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 | $506K | Sell |
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|
2025
Q2 | $495K | Sell |
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|
2025
Q1 | $523K | Sell |
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|
2024
Q4 | $546K | Sell |
|
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|
2024
Q3 | $655K | Buy |
|
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|
2024
Q2 | $539K | Sell |
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|
2024
Q1 | $614K | Sell |
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|
2023
Q4 | $695K | Sell |
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|
2023
Q3 | $685K | Sell |
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|
2023
Q2 | $934K | Sell |
|
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|
2023
Q1 | $1.25M | Sell |
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|
2022
Q4 | $1.59M | Sell |
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|
2022
Q3 | $1.62M | Sell |
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|
2022
Q2 | $1.7M | Buy |
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|
2022
Q1 | $1.83M | Sell |
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|
2021
Q4 | $2.06M | Buy |
|