Apriem Advisors’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 | $259K | Buy |
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|
2025
Q1 | $251K | Sell |
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|
2024
Q4 | $273K | Buy |
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|
2024
Q3 | $314K | Sell |
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|
2024
Q2 | $267K | Sell |
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|
2024
Q1 | $244K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $29K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $26K | Hold |
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|
2016
Q4 | $24K | Buy |
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|
2016
Q3 | $21K | Hold |
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|
2016
Q2 | $23K | Buy |
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|
2013
Q4 | – | Sell |
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|
2013
Q3 | $4K | Hold |
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|
2013
Q2 | $4K | Buy |
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