WR Wealth Planners’s NextEra Energy NEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $743K | Sell |
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|
2024
Q3 | $1.17M | Buy |
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|
2024
Q2 | $941K | Buy |
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|
2024
Q1 | $806K | Buy |
|
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|
2023
Q4 | $667K | Buy |
|
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|
2023
Q3 | $443K | Buy |
|
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|
2023
Q2 | $124K | Sell |
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|
2023
Q1 | $228K | Sell |
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|
2022
Q4 | $484K | Buy |
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|
2022
Q3 | $447K | Sell |
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|
2022
Q2 | $468K | Sell |
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|
2022
Q1 | $515K | Buy |
|