Corient Private Wealth’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 | $157M | Buy |
|
|||||
|
2025
Q2 | $134M | Sell |
|
|||||
|
2025
Q1 | $141M | Sell |
|
|||||
|
2024
Q4 | $173M | Sell |
|
|||||
|
2024
Q3 | $212M | Buy |
|
|||||
|
2024
Q2 | $164M | Sell |
|
|||||
|
2024
Q1 | $157M | Sell |
|
|||||
|
2023
Q4 | $154M | Sell |
|
|||||
|
2023
Q3 | $192M | Sell |
|
|||||
|
2023
Q2 | $285M | Buy |
|
|||||
|
2023
Q1 | $282M | Buy |
|
|||||
|
2022
Q4 | $128M | Buy |
|