CLA (CliftonLarsonAllen) 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 | $2.25M | Sell |
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|
2025
Q2 | $2.43M | Buy |
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|
2025
Q1 | $2.4M | Sell |
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|
2024
Q4 | $2.71M | Buy |
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|
2024
Q3 | $3.15M | Buy |
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|
2024
Q2 | $2.42M | Buy |
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|
2024
Q1 | $1.94M | Sell |
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|
2023
Q4 | $2.09M | Buy |
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|
2023
Q3 | $1.74M | Sell |
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|
2023
Q2 | $2.29M | Sell |
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|
2023
Q1 | $2.68M | Buy |
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|
2022
Q4 | $2.6M | Buy |
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|
2022
Q3 | $2.35M | Buy |
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|
2022
Q2 | $2.26M | Buy |
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|
2022
Q1 | $2.46M | Sell |
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|
2021
Q4 | $2.94M | Buy |
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|
2021
Q3 | $2.38M | Sell |
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|
2021
Q2 | $2.26M | Buy |
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|
2021
Q1 | $2.33M | Buy |
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|
2020
Q4 | $1.44M | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $1.86M | Buy |
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|
2018
Q3 | $1.79M | Sell |
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|
2018
Q2 | $8.01M | Buy |
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|
2018
Q1 | $1.71M | Buy |
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|
2017
Q4 | $1.63M | Buy |
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|
2017
Q3 | $1.51M | Sell |
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|
2017
Q2 | $1.46M | Buy |
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|
2017
Q1 | $1.33M | Sell |
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|
2016
Q4 | $1.27M | Buy |
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|
2016
Q3 | $1.29M | Buy |
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