WealthPLAN Partners’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 | $684K | Sell |
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|
2025
Q2 | $639K | Sell |
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|
2025
Q1 | $667K | Buy |
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|
2024
Q4 | $659K | Sell |
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|
2024
Q3 | $921K | Sell |
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|
2024
Q2 | $1.12M | Sell |
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|
2024
Q1 | $5.6M | Sell |
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|
2023
Q4 | $5.44M | Buy |
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|
2023
Q3 | $429K | Buy |
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|
2023
Q2 | $484K | Buy |
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|
2023
Q1 | $470K | Sell |
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|
2022
Q4 | $603K | Buy |
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|
2022
Q1 | $506K | Sell |
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|
2021
Q4 | $561K | Sell |
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|
2021
Q3 | $716K | Buy |
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|
2021
Q2 | $452K | Sell |
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|
2021
Q1 | $417K | Buy |
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|
2020
Q4 | $450K | Sell |
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|
2020
Q3 | $411K | Buy |
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|
2020
Q2 | $393K | Buy |
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|
2020
Q1 | $297K | Sell |
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|
2019
Q4 | $405K | Buy |
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|
2019
Q3 | $330K | Buy |
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|
2019
Q2 | $296K | Sell |
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|
2019
Q1 | $384K | Sell |
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|
2018
Q4 | $381K | Buy |
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|
2018
Q3 | $358K | Sell |
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|
2018
Q2 | $394K | Buy |
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|
2018
Q1 | $321K | Buy |
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|
2017
Q4 | $292K | Buy |
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|
2017
Q3 | $231K | Buy |
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|
2016
Q3 | $215K | Sell |
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|
2016
Q2 | $210K | Buy |
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|
2015
Q4 | $164K | Buy |
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|
2015
Q2 | $20K | Hold |
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|
2015
Q1 | $21K | Buy |
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