CCG 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
2026
Q1
$327K Buy
2023
Q1
Sell
2022
Q4
$486K Buy
2022
Q3
$439K Buy
2022
Q2
$405K Buy
2022
Q1
$439K Buy
2021
Q4
$314K Buy
2021
Q3
$264K Buy
2021
Q2
$207K Sell
2021
Q1
$226K Sell
2020
Q4
$232K Buy
2020
Q3
$204K Sell
2020
Q2
$213K Sell
2020
Q1
$226K Sell
2019
Q4
$230K Buy
2019
Q3
$200K Buy