Columbia Trust’s NextEra Energy NEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $859K | Buy |
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|
2023
Q3 | $648K | Buy |
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|
2023
Q2 | $822K | Buy |
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|
2023
Q1 | $810K | Buy |
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|
2022
Q4 | $873K | Sell |
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|
2022
Q3 | $985K | Buy |
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|
2022
Q2 | $957K | Buy |
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|
2022
Q1 | $998K | Buy |
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|
2021
Q4 | $806K | Hold |
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|
2021
Q3 | $806K | Buy |
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|
2021
Q2 | $739K | Buy |
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|
2021
Q1 | $692K | Buy |
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|
2020
Q4 | $614K | Buy |
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|
2020
Q2 | $265K | Buy |
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|
2020
Q1 | $210K | Buy |
|