Altium 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
2022
Q2
$3.23M Buy
2022
Q1
$3.34M Buy
2021
Q4
$2.73M Buy
2021
Q3
$2.07M Sell
2021
Q2
$1.93M Sell
2021
Q1
$2.01M Buy
2020
Q4
$1.96M Buy
2020
Q3
$1.75M Sell
2020
Q2
$1.58M Buy
2020
Q1
$1.41M Buy
2019
Q4
$1.22M Buy
2019
Q3
$1.17M Buy
2019
Q2
$993K Buy
2019
Q1
$905K Sell
2018
Q4
$816K Buy
2018
Q3
$616K Buy
2018
Q2
$545K Buy
2018
Q1
$223K Buy