Wealth Management Associates’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 | $442K | Hold |
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|
2025
Q2 | $407K | Buy |
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|
2025
Q1 | $379K | Hold |
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|
2024
Q4 | $384K | Hold |
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|
2024
Q3 | $452K | Hold |
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|
2024
Q2 | $379K | Hold |
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|
2024
Q1 | $379K | Sell |
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|
2023
Q4 | $346K | Sell |
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|
2023
Q3 | $441K | Sell |
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|
2023
Q2 | $635K | Sell |
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|
2023
Q1 | $666K | Buy |
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|
2022
Q4 | $686K | Sell |
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|
2022
Q3 | $665K | Sell |
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|
2022
Q2 | $674K | Sell |
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|
2022
Q1 | $753K | Buy |
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|
2021
Q4 | $817K | Sell |
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|
2021
Q3 | $708K | Buy |
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|
2021
Q2 | $654K | Buy |
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|
2021
Q1 | $588K | Buy |
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|
2020
Q4 | $516K | Buy |
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|
2020
Q3 | $422K | Hold |
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|
2020
Q2 | $365K | Buy |
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|
2020
Q1 | $332K | Buy |
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|
2019
Q4 | $284K | Buy |
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|
2019
Q3 | $262K | Buy |
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