Vertex Planning Partners’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 | $279K | Buy |
|
|||||
|
2025
Q1 | $269K | Sell |
|
|||||
|
2024
Q4 | $287K | Buy |
|
|||||
|
2024
Q3 | $303K | Buy |
|
|||||
|
2024
Q2 | $253K | Sell |
|
|||||
|
2024
Q1 | $245K | Sell |
|
|||||
|
2023
Q4 | $260K | Buy |
|
|||||
|
2023
Q3 | $229K | Sell |
|
|||||
|
2023
Q2 | $313K | Buy |
|
|||||
|
2023
Q1 | $274K | Sell |
|
|||||
|
2022
Q4 | $427K | Buy |
|