Centric 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 | $942K | Buy |
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|
2025
Q1 | $912K | Buy |
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|
2024
Q4 | $880K | Hold |
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|
2024
Q3 | $915K | Sell |
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|
2024
Q2 | $938K | Buy |
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|
2024
Q1 | $832K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $210K | Hold |
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|
2023
Q2 | $262K | Sell |
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|
2023
Q1 | $289K | Hold |
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|
2022
Q4 | $313K | Sell |
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|
2022
Q3 | $342K | Sell |
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|
2022
Q2 | $341K | Buy |
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|
2022
Q1 | $371K | Hold |
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|
2021
Q4 | $408K | Sell |
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|
2021
Q3 | $351K | Hold |
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|
2021
Q2 | $327K | Buy |
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|
2021
Q1 | $303K | Buy |
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|
2020
Q4 | $309K | Buy |
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