Cabot 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.85M | Buy |
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|
2025
Q1 | $1.88M | Buy |
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|
2024
Q4 | $1.87M | Buy |
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|
2024
Q3 | $2.17M | Sell |
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|
2024
Q2 | $1.82M | Buy |
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|
2024
Q1 | $1.64M | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $739K | Sell |
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|
2023
Q2 | $1.96M | Sell |
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|
2023
Q1 | $2.1M | Sell |
|
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|
2022
Q4 | $2.4M | Sell |
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|
2022
Q3 | $2.78M | Buy |
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|
2022
Q2 | $2.71M | Sell |
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|
2022
Q1 | $3.01M | Sell |
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|
2021
Q4 | $3.33M | Sell |
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|
2021
Q3 | $2.8M | Hold |
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|
2021
Q2 | $2.62M | Buy |
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|
2021
Q1 | $2.63M | Buy |
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|
2020
Q4 | $2.53M | Buy |
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