Wealth Architects’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
$321K Sell
2025
Q1
$763K Buy
2024
Q4
$348K Buy
2024
Q3
$392K Sell
2024
Q2
$331K Buy
2024
Q1
$283K Buy
2023
Q4
$246K Buy
2023
Q3
$231K Sell
2023
Q2
$325K Buy
2023
Q1
$258K Buy
2022
Q4
$275K Sell
2022
Q3
$296K Buy
2022
Q2
$274K Sell
2022
Q1
$328K Sell
2021
Q4
$364K Buy
2021
Q3
$270K Sell
2021
Q2
$284K Buy
2021
Q1
$275K Buy
2020
Q4
$257K Buy