Cassady Schiller 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $283K | Buy |
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|
2024
Q3 | $320K | Hold |
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|
2024
Q2 | $268K | Hold |
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|
2024
Q1 | $242K | Sell |
|
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|
2023
Q4 | $265K | Hold |
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|
2023
Q3 | $250K | Buy |
|
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|
2023
Q2 | $316K | Hold |
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|
2023
Q1 | $328K | Sell |
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|
2022
Q4 | $358K | Sell |
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|
2022
Q3 | $401K | Buy |
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|
2022
Q2 | $377K | Sell |
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|
2022
Q1 | $414K | Buy |
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|
2021
Q4 | $394K | Buy |
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