Trinity 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
Q3 | $290K | Buy |
|
|||||
|
2025
Q2 | $222K | Hold |
|
|||||
|
2025
Q1 | $231K | Sell |
|
|||||
|
2024
Q4 | $229K | Hold |
|
|||||
|
2024
Q3 | $254K | Sell |
|
|||||
|
2024
Q2 | $230K | Hold |
|
|||||
|
2024
Q1 | $208K | Buy |
|
|||||
|
2023
Q3 | – | Sell |
|
|||||
|
2023
Q2 | $249K | Buy |
|
|||||
|
2023
Q1 | $251K | Hold |
|
|||||
|
2022
Q4 | $272K | Hold |
|
|||||
|
2022
Q3 | $255K | Buy |
|
|||||
|
2022
Q2 | – | Sell |
|
|||||
|
2022
Q1 | $275K | Hold |
|
|||||
|
2021
Q4 | $304K | Hold |
|
|||||
|
2021
Q3 | $255K | Hold |
|
|||||
|
2021
Q2 | $238K | Hold |
|
|||||
|
2021
Q1 | $246K | Buy |
|
|||||
|
2020
Q4 | $247K | Buy |
|