Coastal Bridge 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 | $3.84M | Buy |
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|
2025
Q2 | $3.27M | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $1.48M | Hold |
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|
2024
Q3 | $1.74M | Sell |
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|
2024
Q2 | $1.46M | Buy |
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|
2024
Q1 | $1.3M | Hold |
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|
2023
Q4 | $1.23M | Sell |
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|
2023
Q3 | $1.17M | Buy |
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|
2023
Q2 | $1.51M | Buy |
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|
2023
Q1 | $1.55M | Sell |
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|
2022
Q4 | $1.7M | Sell |
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|
2022
Q3 | $1.6M | Buy |
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|
2022
Q2 | $1.58M | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $282K | Buy |
|