Walter & Keenan Wealth Management’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 | $1.49M | Sell |
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|
2025
Q1 | $1.66M | Buy |
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|
2024
Q4 | $1.64M | Sell |
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|
2024
Q3 | $1.94M | Sell |
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|
2024
Q2 | $1.78M | Buy |
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|
2024
Q1 | $1.37M | Buy |
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|
2023
Q4 | $1.27M | Sell |
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|
2023
Q3 | $1.24M | Buy |
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|
2023
Q2 | $1.55M | Buy |
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|
2023
Q1 | $1.51M | Sell |
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|
2022
Q4 | $1.66M | Buy |
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|
2022
Q3 | $1.51M | Buy |
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|
2022
Q2 | $1.43M | Hold |
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|
2022
Q1 | $1.57M | Buy |
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|
2021
Q4 | $1.7M | Hold |
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|
2021
Q3 | $1.43M | Buy |
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|
2021
Q2 | $1.32M | Hold |
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|
2021
Q1 | $1.36M | Sell |
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|
2020
Q4 | $1.62M | Sell |
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|
2020
Q3 | $1.46M | Hold |
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|
2020
Q2 | $1.26M | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $1.27M | Sell |
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|
2019
Q3 | $1.57M | Buy |
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|
2019
Q2 | $761K | Hold |
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|
2019
Q1 | $718K | Buy |
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|
2018
Q4 | $611K | Buy |
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|
2018
Q3 | $555 | Buy |
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|
2018
Q2 | $487K | Hold |
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|
2018
Q1 | $476K | Hold |
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|
2017
Q4 | $455K | Hold |
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|
2017
Q3 | $427K | Hold |
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|
2017
Q2 | $408K | Hold |
|
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|
2017
Q1 | $374K | Hold |
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|
2016
Q4 | $348K | Hold |
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|
2016
Q3 | $356K | Hold |
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|
2016
Q2 | $380K | Hold |
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|
2016
Q1 | $345K | Hold |
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|
2015
Q4 | $303K | Buy |
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|
2014
Q2 | – | Sell |
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|
2014
Q1 | $279K | Buy |
|