Ulland Investment 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 | $27K | Hold |
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|
2025
Q1 | $28K | Hold |
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|
2024
Q4 | $28K | Hold |
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|
2024
Q3 | $33K | Hold |
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|
2024
Q2 | $28K | Hold |
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|
2024
Q1 | $25K | Hold |
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|
2023
Q4 | $24K | Hold |
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|
2023
Q3 | $23K | Hold |
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|
2023
Q2 | $29K | Hold |
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|
2023
Q1 | $30K | Hold |
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|
2022
Q4 | $33K | Hold |
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|
2022
Q3 | $31K | Sell |
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|
2022
Q2 | $43K | Hold |
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|
2022
Q1 | $47K | Buy |
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|
2021
Q4 | $37K | Buy |
|