TriaGen 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 | $390K | Sell |
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|
2025
Q2 | $412K | Hold |
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|
2025
Q1 | $421K | Hold |
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|
2024
Q4 | $426K | Sell |
|
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|
2024
Q3 | $532K | Buy |
|
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|
2024
Q2 | $311K | Hold |
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|
2024
Q1 | $281K | Hold |
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|
2023
Q4 | $267K | Hold |
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|
2023
Q3 | $252K | Sell |
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|
2023
Q2 | $329K | Hold |
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|
2023
Q1 | $342K | Sell |
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|
2022
Q4 | $376K | Buy |
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|
2022
Q3 | $348K | Buy |
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|
2022
Q2 | $343K | Buy |
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|
2022
Q1 | $372K | Hold |
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|
2021
Q4 | $410K | Hold |
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|
2021
Q3 | $345K | Sell |
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|
2021
Q2 | $345K | Sell |
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|
2021
Q1 | $463K | Sell |
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|
2020
Q4 | $594K | Buy |
|