Visionary Wealth 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 | $7.92M | Buy |
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|
2025
Q1 | $7.67M | Buy |
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|
2024
Q4 | $7.31M | Buy |
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|
2024
Q3 | $8.56M | Sell |
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|
2024
Q2 | $8.4M | Buy |
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|
2024
Q1 | $7.48M | Buy |
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|
2023
Q4 | $5.63M | Buy |
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|
2023
Q3 | $4.8M | Buy |
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|
2023
Q2 | $440K | Sell |
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|
2023
Q1 | $475K | Buy |
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|
2022
Q4 | $497K | Buy |
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|
2022
Q3 | $462K | Sell |
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|
2022
Q2 | $816K | Buy |
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|
2022
Q1 | $503K | Buy |
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|
2021
Q4 | $401K | Buy |
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|
2021
Q3 | $310K | Sell |
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|
2021
Q2 | $318K | Sell |
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|
2021
Q1 | $399K | Sell |
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|
2020
Q4 | $454K | Buy |
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|
2020
Q3 | $388K | Buy |
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|
2020
Q2 | $250K | Sell |
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|
2020
Q1 | $255K | Sell |
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|
2019
Q4 | $1.47M | Buy |
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