BerganKDV 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
Q2 | $440K | Sell |
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|
2023
Q1 | $570K | Buy |
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|
2022
Q4 | $438K | Buy |
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|
2022
Q3 | $410K | Sell |
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|
2022
Q2 | $529K | Sell |
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|
2022
Q1 | $579K | Sell |
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|
2021
Q4 | $650K | Buy |
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|
2021
Q3 | $540K | Buy |
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|
2021
Q2 | $469K | Sell |
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|
2021
Q1 | $484K | Sell |
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|
2020
Q4 | $510K | Buy |
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|
2020
Q3 | $445K | Hold |
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|
2020
Q2 | $385K | Sell |
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|
2020
Q1 | $400K | Sell |
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|
2019
Q4 | $434K | Buy |
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|
2019
Q3 | $370K | Buy |
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|
2019
Q2 | $325K | Hold |
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|
2019
Q1 | $307K | Hold |
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|
2018
Q4 | $276K | Buy |
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|
2018
Q3 | $262K | Hold |
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|
2018
Q2 | $261K | Sell |
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|
2018
Q1 | $257K | Sell |
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|
2017
Q4 | $264K | Sell |
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|
2017
Q3 | $264K | Buy |
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|
2017
Q2 | $249K | Hold |
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|
2017
Q1 | $229K | Sell |
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|
2016
Q4 | $216K | Sell |
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|
2016
Q3 | $240K | Buy |
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|
2016
Q2 | $246K | Hold |
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|
2016
Q1 | $224K | Buy |
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