Wealthquest’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 | $511K | Sell |
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|
2025
Q1 | $643K | Sell |
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|
2024
Q4 | $695K | Sell |
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|
2024
Q3 | $838K | Buy |
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|
2024
Q2 | $664K | Hold |
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|
2024
Q1 | $600K | Sell |
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|
2023
Q4 | $750K | Hold |
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|
2023
Q3 | $707K | Buy |
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|
2023
Q2 | $738K | Hold |
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|
2023
Q1 | $766K | Hold |
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|
2022
Q4 | $832K | Sell |
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|
2022
Q3 | $786K | Hold |
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|
2022
Q2 | $777K | Sell |
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|
2022
Q1 | $999K | Hold |
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|
2021
Q4 | $999K | Buy |
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|
2021
Q3 | $358K | Sell |
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|
2021
Q2 | $339K | Buy |
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|
2021
Q1 | $342K | Sell |
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|
2020
Q4 | $353K | Buy |
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|
2020
Q3 | $316K | Sell |
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|
2020
Q2 | $305K | Buy |
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|
2019
Q4 | $305K | Hold |
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|
2019
Q3 | $293K | Hold |
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|
2019
Q2 | $258K | Hold |
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|
2019
Q1 | $243K | Hold |
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|
2018
Q4 | $219K | Buy |
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