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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.56M | Buy |
27,561
+22,342
| +428% | +$1.99M | 0.7% | 30 |
|
|
2025
Q4 | $419K | Buy |
5,219
+58
| +1% | +$4.8K | 0.11% | 127 |
|
|
2025
Q3 | $390K | Sell |
5,161
-775
| -13% | -$56.6K | 0.1% | 140 |
|
|
2025
Q2 | $412K | Hold |
5,936
| – | – | 0.12% | 126 |
|
|
2025
Q1 | $421K | Hold |
5,936
| – | – | 0.15% | 115 |
|
|
2024
Q4 | $426K | Sell |
5,936
-363
| -6% | -$28.2K | 0.14% | 114 |
|
|
2024
Q3 | $532K | Buy |
6,299
+1,903
| +43% | +$149K | 0.18% | 104 |
|
|
2024
Q2 | $311K | Hold |
4,396
| – | – | 0.12% | 133 |
|
|
2024
Q1 | $281K | Hold |
4,396
| – | – | 0.12% | 135 |
|
|
2023
Q4 | $267K | Hold |
4,396
| – | – | 0.13% | 134 |
|
|
2023
Q3 | $252K | Sell |
4,396
-35
| -0.8% | -$2.42K | 0.13% | 128 |
|
|
2023
Q2 | $329K | Hold |
4,431
| – | – | 0.15% | 124 |
|
|
2023
Q1 | $342K | Sell |
4,431
-64
| -1% | -$4.92K | 0.17% | 110 |
|
|
2022
Q4 | $376K | Buy |
4,495
+61
| +1% | +$4.93K | 0.21% | 111 |
|
|
2022
Q3 | $348K | Buy |
4,434
+9
| +0.2% | +$764 | 0.19% | 109 |
|
|
2022
Q2 | $343K | Buy |
4,425
+29
| +0.7% | +$2.21K | 0.24% | 97 |
|
|
2022
Q1 | $372K | Hold |
4,396
| – | – | 0.19% | 119 |
|
|
2021
Q4 | $410K | Hold |
4,396
| – | – | 0.2% | 116 |
|
|
2021
Q3 | $345K | Sell |
4,396
-28
| -0.6% | -$2.26K | 0.19% | 127 |
|
|
2021
Q2 | $345K | Sell |
4,424
-1,704
| -28% | -$128K | 0.18% | 129 |
|
|
2021
Q1 | $463K | Sell |
6,128
-1,576
| -20% | -$123K | 0.27% | 98 |
|
|
2020
Q4 | $594K | Buy |
+7,704
| New | +$576K | 0.35% | 85 |
|
Other funds holding NEE
VCM
VPM
