Tobias Financial 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 | $230K | Sell |
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|
2025
Q1 | $247K | Sell |
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|
2024
Q4 | $251K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $234K | Buy |
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|
2023
Q1 | $243K | Sell |
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|
2022
Q4 | $376K | Buy |
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|
2022
Q3 | $352K | Buy |
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|
2022
Q2 | $348K | Sell |
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|
2022
Q1 | $381K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $352K | Buy |
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|
2021
Q2 | $328K | Buy |
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|
2021
Q1 | $337K | Buy |
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|
2020
Q4 | $344K | Sell |
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|
2020
Q3 | $358K | Sell |
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|
2020
Q2 | $311K | Buy |
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|
2020
Q1 | $306K | Buy |
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|
2019
Q4 | $308K | Buy |
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