Baystate 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $612K | Sell |
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|
2023
Q3 | $597K | Buy |
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|
2023
Q2 | $768K | Buy |
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|
2023
Q1 | $797K | Buy |
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|
2022
Q4 | $859K | Sell |
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|
2022
Q3 | $818K | Sell |
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|
2022
Q2 | $851K | Sell |
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|
2022
Q1 | $986K | Buy |
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|
2021
Q4 | $1.08M | Buy |
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|
2021
Q3 | $812K | Buy |
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|
2021
Q2 | $756K | Buy |
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|
2021
Q1 | $755K | Buy |
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|
2020
Q4 | $671K | Sell |
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|
2020
Q3 | $841K | Buy |
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|
2020
Q2 | $726K | Buy |
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|
2020
Q1 | $468K | Sell |
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|
2019
Q4 | $488K | Buy |
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|
2019
Q3 | $403K | Sell |
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|
2019
Q2 | $436K | Sell |
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|
2019
Q1 | $417K | Buy |
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|
2018
Q4 | $349K | Buy |
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|
2018
Q3 | $329K | Buy |
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|
2018
Q2 | $319K | Buy |
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|
2018
Q1 | $223K | Sell |
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|
2017
Q4 | $217K | Hold |
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|
2017
Q3 | $214K | Sell |
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|
2017
Q2 | $209K | Buy |
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|
2017
Q1 | $174K | Buy |
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|
2016
Q4 | $106K | Buy |
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|
2013
Q3 | – | Sell |
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|
2013
Q2 | $81K | Buy |
|