Cerro Pacific Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $704K | Sell |
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|
2025
Q2 | $685K | Sell |
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|
2025
Q1 | $760K | Sell |
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|
2024
Q4 | $920K | Sell |
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|
2024
Q3 | $780K | Hold |
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|
2024
Q2 | $780K | Buy |
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|
2023
Q1 | $684K | Sell |
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|
2022
Q4 | $776K | Buy |
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|
2022
Q3 | $727K | Sell |
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|
2022
Q2 | $806K | Sell |
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|
2022
Q1 | $999K | Buy |
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|
2021
Q4 | $1.1M | Sell |
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|
2021
Q3 | $1M | Sell |
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|
2021
Q2 | $1.31M | Buy |
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|
2020
Q4 | $2.12M | Buy |
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