Waldron Private Wealth’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 | $1.17M | Buy |
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|
2025
Q2 | $967K | Sell |
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|
2025
Q1 | $1.01M | Sell |
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|
2024
Q4 | $1.72M | Buy |
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|
2024
Q3 | $1.99M | Buy |
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|
2024
Q2 | $1.29M | Buy |
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|
2024
Q1 | $1.15M | Buy |
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|
2023
Q4 | $1.04M | Sell |
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|
2023
Q3 | $988K | Sell |
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|
2023
Q2 | $1.37M | Buy |
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|
2023
Q1 | $1.24M | Buy |
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|
2022
Q4 | $1.14M | Hold |
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|
2022
Q3 | $1.14M | Buy |
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|
2022
Q2 | $1.09M | Buy |
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|
2022
Q1 | $976K | Buy |
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|
2021
Q4 | $862K | Sell |
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|
2021
Q3 | $725K | Buy |
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|
2021
Q2 | $487K | Sell |
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|
2021
Q1 | $556K | Buy |
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|
2020
Q4 | $522K | Sell |
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|
2020
Q3 | $604K | Buy |
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|
2020
Q2 | $432K | Buy |
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|
2020
Q1 | $391K | Buy |
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|
2019
Q4 | $387K | Sell |
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|
2019
Q3 | $392K | Sell |
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|
2019
Q2 | $462K | Buy |
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|
2019
Q1 | $311K | Sell |
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|
2018
Q4 | $320K | Buy |
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|
2018
Q3 | $251K | Buy |
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|
2018
Q2 | $245K | Hold |
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|
2018
Q1 | $239K | Sell |
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|
2017
Q4 | $294K | Sell |
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|
2017
Q3 | $508K | Buy |
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|
2017
Q2 | $479K | Sell |
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|
2017
Q1 | $707K | Buy |
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|
2016
Q4 | $647K | Buy |
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|
2016
Q3 | $656K | Sell |
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|
2016
Q2 | $854K | Buy |
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|
2016
Q1 | $627K | Buy |
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|
2015
Q4 | $528K | Buy |
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|
2015
Q3 | $204K | Buy |
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