Concentric Wealth Management’s NextEra Energy NEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $304K | Sell |
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|
2024
Q2 | $256K | Sell |
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|
2024
Q1 | $232K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $252K | Sell |
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|
2023
Q1 | $287K | Sell |
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|
2022
Q4 | $313K | Sell |
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|
2022
Q3 | $313K | Hold |
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|
2022
Q2 | $310K | Hold |
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|
2022
Q1 | $339K | Hold |
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|
2021
Q4 | $373K | Hold |
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|
2021
Q3 | $314K | Sell |
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|
2021
Q2 | $322K | Hold |
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|
2021
Q1 | $332K | Buy |
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|
2020
Q4 | $296K | Buy |
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|
2020
Q3 | $259K | Buy |
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|
2020
Q2 | $206K | Hold |
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|
2020
Q1 | $206K | Hold |
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|
2019
Q4 | $208K | Sell |
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|
2019
Q3 | $209K | Sell |
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|
2019
Q2 | $204K | Buy |
|