Annapolis Financial Services’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
Q3 | $230K | Buy |
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|
2024
Q2 | $193K | Hold |
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|
2024
Q1 | $174K | Hold |
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|
2023
Q4 | $165K | Sell |
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|
2023
Q3 | $161K | Buy |
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|
2023
Q2 | $196K | Sell |
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|
2023
Q1 | $221K | Sell |
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|
2022
Q4 | $741K | Sell |
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|
2022
Q3 | $700K | Buy |
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|
2022
Q2 | $675K | Hold |
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|
2022
Q1 | $738K | Sell |
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|
2021
Q4 | $866K | Buy |
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|
2021
Q3 | $684K | Buy |
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|
2021
Q2 | $630K | Hold |
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|
2021
Q1 | $650K | Hold |
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|
2020
Q4 | $663K | Buy |
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