Valley Wealth Managers’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 | $12.1K | Hold |
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|
2025
Q2 | $11.1K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $33K | Hold |
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|
2024
Q3 | $38.9K | Hold |
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|
2024
Q2 | $32.6K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $36.4K | Hold |
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|
2023
Q3 | $34.4K | Hold |
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|
2023
Q2 | $44.5K | Hold |
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|
2023
Q1 | $46.2K | Sell |
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|
2022
Q4 | $66.9K | Sell |
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|
2022
Q3 | $66K | Sell |
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|
2022
Q2 | $76K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $213K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $320K | Buy |
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|
2019
Q3 | $234K | Sell |
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|
2019
Q2 | $209K | Sell |
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|
2019
Q1 | $210K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $1K | Buy |
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