Berman Capital 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
2021
Q3
$731K Buy
2021
Q2
$545K Buy
2021
Q1
$394K Buy
2020
Q4
$319K Buy
2020
Q3
$261K Buy
2020
Q2
$224K Buy
2020
Q1
$191K Buy
2019
Q4
$149K Buy
2019
Q3
$131K Sell
2019
Q2
$122K Buy
2019
Q1
$101K Buy
2018
Q4
$77K Buy