Wealth Advisors of Tampa Bay’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 | $1.9M | Buy |
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|
2025
Q1 | $1.92M | Buy |
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|
2024
Q4 | $1.77M | Buy |
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|
2024
Q3 | $1.82M | Buy |
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|
2024
Q2 | $1.36M | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $355K | Buy |
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|
2023
Q2 | $230K | Sell |
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|
2023
Q1 | $262K | Hold |
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|
2022
Q4 | $284K | Sell |
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|
2022
Q3 | $282K | Sell |
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|
2022
Q2 | $558K | Sell |
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|
2022
Q1 | $644K | Sell |
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|
2021
Q4 | $756K | Buy |
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|
2021
Q3 | $338K | Sell |
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|
2021
Q2 | $425K | Buy |
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|
2021
Q1 | $415K | Sell |
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|
2020
Q4 | $461K | Hold |
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|
2020
Q3 | $415K | Hold |
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|
2020
Q2 | $359K | Hold |
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|
2020
Q1 | $360K | Hold |
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|
2019
Q4 | $362K | Hold |
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|
2019
Q3 | $348K | Hold |
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|
2019
Q2 | $306K | Hold |
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|
2019
Q1 | $289K | Hold |
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|
2018
Q4 | $260K | Hold |
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|
2018
Q3 | $251K | Hold |
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|
2018
Q2 | $253K | Sell |
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|
2018
Q1 | $303K | Hold |
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|
2017
Q4 | $284K | Buy |
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