Claro 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
Q2 | $291K | Sell |
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|
2025
Q1 | $391K | Sell |
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|
2024
Q4 | $432K | Sell |
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|
2024
Q3 | $2.02M | Buy |
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|
2024
Q2 | $1.52M | Buy |
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|
2024
Q1 | $1.28M | Buy |
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|
2023
Q4 | $1.16M | Sell |
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|
2023
Q3 | $1.1M | Sell |
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|
2023
Q2 | $1.47M | Buy |
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|
2023
Q1 | $1.5M | Sell |
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|
2022
Q4 | $1.64M | Buy |
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|
2022
Q3 | $319K | Hold |
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|
2022
Q2 | $319K | Buy |
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|
2022
Q1 | $335K | Hold |
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|
2021
Q4 | $335K | Buy |
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|
2021
Q3 | $270K | Buy |
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|
2021
Q2 | $235K | Sell |
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|
2021
Q1 | $246K | Sell |
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|
2020
Q4 | $263K | Buy |
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|
2020
Q3 | $230K | Sell |
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|
2020
Q2 | $221K | Buy |
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|
2020
Q1 | $206K | Buy |
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|
2019
Q4 | $203K | Sell |
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|
2019
Q3 | $217K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $17K | Buy |
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