Transform Wealth’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
Q1 | – | Sell |
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|
2024
Q4 | $226K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $335K | Sell |
|
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|
2022
Q1 | $612K | Sell |
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|
2021
Q4 | $732K | Sell |
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|
2021
Q3 | $673K | Sell |
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|
2021
Q2 | $663K | Buy |
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|
2021
Q1 | $474K | Buy |
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|
2020
Q4 | $469K | Sell |
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|
2020
Q3 | $611K | Sell |
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|
2020
Q2 | $537K | Sell |
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|
2020
Q1 | $539K | Buy |
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|
2019
Q4 | $538K | Buy |
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|
2019
Q3 | $468K | Sell |
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|
2019
Q2 | $670K | Buy |
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