Vest Financial’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
$64.1M Sell
2025
Q2
$60M Buy
2025
Q1
$56.9M Buy
2024
Q4
$51.2M Buy
2024
Q3
$56.5M Sell
2024
Q2
$47.7M Buy
2024
Q1
$41.4M Buy
2023
Q4
$29.9M Buy
2023
Q3
$17M Buy
2023
Q2
$11.3M Buy
2023
Q1
$9.3M Sell
2022
Q4
$10.4M Buy
2022
Q3
$8.87M Sell
2022
Q2
$10.2M Buy
2022
Q1
$8.65M Buy
2021
Q4
$7.52M Buy
2021
Q3
$5.32M Buy
2021
Q2
$3.78M Buy
2021
Q1
$2.25M Buy