TFC Financial 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
Q2 | $236K | Hold |
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|
2025
Q1 | $241K | Sell |
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|
2024
Q4 | $268K | Sell |
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|
2024
Q3 | $348K | Buy |
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|
2024
Q2 | $202K | Sell |
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|
2024
Q1 | $217K | Buy |
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|
2023
Q4 | $191K | Sell |
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|
2023
Q3 | $191K | Buy |
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|
2023
Q2 | $246K | Buy |
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|
2023
Q1 | $245K | Sell |
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|
2022
Q4 | $279K | Buy |
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|
2022
Q3 | $261K | Hold |
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|
2022
Q2 | $258K | Sell |
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|
2022
Q1 | $293K | Sell |
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|
2021
Q4 | $410K | Hold |
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|
2021
Q3 | $345K | Hold |
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|
2021
Q2 | $322K | Sell |
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|
2021
Q1 | $664K | Buy |
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|
2020
Q4 | $641K | Hold |
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|
2020
Q3 | $576K | Buy |
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