Williams Jones Wealth Management’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 | $2.08M | Hold |
|
|||||
|
2025
Q1 | $2.13M | Sell |
|
|||||
|
2024
Q4 | $2.16M | Buy |
|
|||||
|
2024
Q3 | $2.47M | Sell |
|
|||||
|
2024
Q2 | $2.09M | Buy |
|
|||||
|
2024
Q1 | $1.88M | Buy |
|
|||||
|
2023
Q4 | $1.76M | Sell |
|
|||||
|
2023
Q3 | $4.03M | Sell |
|
|||||
|
2023
Q2 | $5.68M | Sell |
|
|||||
|
2023
Q1 | $6.26M | Sell |
|
|||||
|
2022
Q4 | $6.85M | Sell |
|
|||||
|
2022
Q3 | $6.57M | Sell |
|
|||||
|
2022
Q2 | $6.6M | Buy |
|
|||||
|
2022
Q1 | $5.99M | Sell |
|
|||||
|
2021
Q4 | $6.85M | Sell |
|
|||||
|
2021
Q3 | $5.79M | Sell |
|
|||||
|
2021
Q2 | $5.49M | Sell |
|
|||||
|
2021
Q1 | $7M | Sell |
|
|||||
|
2020
Q4 | $7.18M | Sell |
|
|||||
|
2020
Q3 | $6.8M | Buy |
|
|||||
|
2020
Q2 | $5.71M | Sell |
|
|||||
|
2020
Q1 | $6.11M | Buy |
|
|||||
|
2019
Q4 | $5.9M | Sell |
|
|||||
|
2019
Q3 | $6.15M | Buy |
|