Wealthspire Advisors (New York)’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 | $2.17M | Sell |
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|
2025
Q1 | $2.44M | Sell |
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|
2024
Q4 | $2.89M | Sell |
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|
2024
Q3 | $3.77M | Sell |
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|
2024
Q2 | $3.17M | Sell |
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|
2024
Q1 | $2.97M | Sell |
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|
2023
Q4 | $3.19M | Buy |
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|
2023
Q3 | $2.73M | Buy |
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|
2023
Q2 | $2.23M | Buy |
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|
2023
Q1 | $2.23M | Sell |
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|
2022
Q4 | $2.98M | Buy |
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|
2022
Q3 | $2.43M | Sell |
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|
2022
Q2 | $2.52M | Buy |
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|
2022
Q1 | $1.84M | Sell |
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|
2021
Q4 | $2.66M | Sell |
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|
2021
Q3 | $3.35M | Buy |
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|
2021
Q2 | $1.67M | Sell |
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|
2021
Q1 | $3.83M | Buy |
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|
2020
Q4 | $3.43M | Buy |
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|
2020
Q3 | $1.12M | Buy |
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|
2020
Q2 | $906K | Sell |
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|
2020
Q1 | $3.59M | Buy |
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|
2019
Q4 | $440K | Buy |
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|
2019
Q3 | $286K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $57K | Buy |
|