CPWM LLC’s NextEra Energy NEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $261K | Sell |
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|
2022
Q2 | $292K | Buy |
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|
2022
Q1 | $273K | Sell |
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|
2021
Q4 | $315K | Hold |
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|
2021
Q3 | $315K | Sell |
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|
2021
Q2 | $304K | Buy |
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|
2021
Q1 | $279K | Buy |
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|
2020
Q4 | $283K | Buy |
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|
2020
Q3 | $232K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $367K | Buy |
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|
2017
Q3 | $342K | Sell |
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|
2017
Q2 | $404K | Buy |
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|
2017
Q1 | $357K | Sell |
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|
2016
Q4 | $346K | Sell |
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|
2016
Q3 | $407K | Sell |
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|
2016
Q2 | $533K | Sell |
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|
2016
Q1 | $553K | Buy |
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|
2015
Q4 | $464K | Sell |
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|
2015
Q3 | $459K | Buy |
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