Wealth Effects’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 | $1.3M | Buy |
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|
2025
Q2 | $1.13M | Buy |
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|
2025
Q1 | $1.12M | Buy |
|
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|
2024
Q4 | $942K | Sell |
|
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|
2024
Q3 | $1.23M | Buy |
|
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|
2024
Q2 | $1.01M | Buy |
|
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|
2024
Q1 | $797K | Buy |
|
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|
2023
Q4 | $272K | Sell |
|
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|
2023
Q3 | $323K | Sell |
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|
2023
Q2 | $441K | Buy |
|
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|
2023
Q1 | $454K | Sell |
|
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|
2022
Q4 | $501K | Sell |
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|
2022
Q3 | $529K | Sell |
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|
2022
Q2 | $530K | Sell |
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|
2022
Q1 | $608K | Sell |
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|
2021
Q4 | $678K | Buy |
|