Concord Wealth Partners’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 | $3.6M | Sell |
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|
2025
Q2 | $3.88M | Buy |
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|
2025
Q1 | $3.85M | Buy |
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|
2024
Q4 | $3.26M | Buy |
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|
2024
Q3 | $3.6M | Buy |
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|
2024
Q2 | $2.56M | Buy |
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|
2024
Q1 | $2.23M | Buy |
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|
2023
Q4 | $1.72M | Buy |
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|
2023
Q3 | $1.4M | Buy |
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|
2023
Q2 | $1.02M | Buy |
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|
2023
Q1 | $819K | Buy |
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|
2022
Q4 | $396K | Sell |
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|
2022
Q3 | $500K | Sell |
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|
2022
Q2 | $509K | Sell |
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|
2022
Q1 | $568K | Buy |
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|
2021
Q4 | $617K | Buy |
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|
2021
Q3 | $244K | Sell |
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|
2021
Q2 | $351K | Buy |
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|
2021
Q1 | $307K | Buy |
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|
2020
Q4 | $110K | Buy |
|