Fairhaven 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
Q4 | $290K | Sell |
|
|||||
|
2024
Q3 | $364K | Sell |
|
|||||
|
2024
Q2 | $311K | Buy |
|
|||||
|
2024
Q1 | $274K | Sell |
|
|||||
|
2023
Q4 | $261K | Sell |
|
|||||
|
2023
Q3 | $262K | Sell |
|
|||||
|
2023
Q2 | $341K | Buy |
|
|||||
|
2022
Q4 | $394K | Sell |
|
|||||
|
2022
Q3 | $373K | Buy |
|
|||||
|
2022
Q2 | $367K | Sell |
|
|||||
|
2022
Q1 | $559K | Buy |
|
|||||
|
2021
Q4 | $611K | Hold |
|
|||||
|
2021
Q3 | $514K | Buy |
|
|||||
|
2021
Q2 | $449K | Hold |
|
|||||
|
2021
Q1 | $463K | Sell |
|
|||||
|
2020
Q4 | $521K | Buy |
|
|||||
|
2020
Q3 | $383K | Sell |
|
|||||
|
2020
Q2 | $342K | Sell |
|
|||||
|
2020
Q1 | $394K | Buy |
|
|||||
|
2019
Q4 | $269K | Hold |
|
|||||
|
2019
Q3 | $259K | Hold |
|
|||||
|
2019
Q2 | $228K | Sell |
|
|||||
|
2019
Q1 | $305K | Buy |
|
|||||
|
2018
Q4 | $269K | Buy |
|