West Family Investments’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
$379K Buy
2025
Q1
$202K Sell
2024
Q4
$237K Sell
2024
Q3
$507K Buy
2024
Q2
$292K Buy
2024
Q1
Sell
2023
Q4
$393K Buy
2023
Q2
Sell
2023
Q1
$289K Sell
2022
Q4
$372K Buy
2022
Q3
$212K Buy
2022
Q2
Sell
2022
Q1
$452K Sell
2021
Q4
$1.23M Buy
2021
Q3
$825K Sell
2021
Q2
$880K Buy