ACG Wealth’s NextEra Energy NEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $335K | Buy |
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|
2022
Q2 | $322K | Buy |
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|
2022
Q1 | $299K | Sell |
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|
2021
Q4 | $599K | Buy |
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|
2021
Q3 | $283K | Sell |
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|
2021
Q2 | $271K | Sell |
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|
2021
Q1 | $509K | Buy |
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|
2020
Q4 | $502K | Buy |
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|
2020
Q3 | $407K | Sell |
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|
2020
Q2 | $366K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $267K | Buy |
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|
2019
Q3 | $256K | Sell |
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|
2019
Q2 | $255K | Buy |
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|
2019
Q1 | $212K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $269K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $591K | Buy |
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|
2016
Q2 | $627K | Buy |
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|
2016
Q1 | $546K | Buy |
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|
2015
Q4 | $476K | Hold |
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|
2015
Q3 | $447K | Buy |
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|
2015
Q2 | $417K | Hold |
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|
2015
Q1 | $442K | Hold |
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|
2014
Q4 | $452K | Hold |
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|
2014
Q3 | $399K | Sell |
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|
2014
Q2 | $451K | Buy |
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|
2014
Q1 | $399K | Sell |
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|
2013
Q4 | $370K | Buy |
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|
2013
Q3 | – | Sell |
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|
2013
Q2 | $448K | Buy |
|