Xcel 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 | $5.05M | Buy |
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|
2025
Q1 | $4.55M | Buy |
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|
2024
Q4 | $4.18M | Sell |
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|
2024
Q3 | $5.09M | Buy |
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|
2024
Q2 | $4.17M | Sell |
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|
2024
Q1 | $3.91M | Buy |
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|
2023
Q4 | $3M | Sell |
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|
2023
Q3 | $3.31M | Buy |
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|
2023
Q2 | $3.47M | Buy |
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|
2023
Q1 | $815K | Sell |
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|
2022
Q4 | $935K | Buy |
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|
2022
Q3 | $872K | Hold |
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|
2022
Q2 | $861K | Buy |
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|
2022
Q1 | $942K | Sell |
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|
2021
Q4 | $1.15M | Buy |
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|
2021
Q3 | $914K | Hold |
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|
2021
Q2 | $853K | Sell |
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|
2021
Q1 | $979K | Buy |
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|
2020
Q4 | $990K | Hold |
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|
2020
Q3 | $891K | Buy |
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|
2020
Q2 | $693K | Buy |
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|
2020
Q1 | $410K | Hold |
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|
2019
Q4 | $412K | Hold |
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|
2019
Q3 | $397K | Hold |
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|
2019
Q2 | $349K | Sell |
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|
2019
Q1 | $377K | Sell |
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|
2018
Q4 | $353K | Buy |
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