WFA of San Diego’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 | $95.8K | Buy |
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|
2024
Q3 | $117K | Sell |
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|
2024
Q2 | $99.1K | Buy |
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|
2023
Q3 | $91.7K | Sell |
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|
2023
Q2 | $126K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $109K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $163K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $215K | Hold |
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|
2021
Q3 | $181K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $593K | Buy |
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