Geller Advisors’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 | $318K | Buy |
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|
2024
Q3 | $374K | Buy |
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|
2024
Q2 | $292K | Buy |
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|
2024
Q1 | $257K | Buy |
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|
2023
Q4 | $206K | Sell |
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|
2023
Q3 | $215K | Sell |
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|
2023
Q2 | $294K | Sell |
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|
2023
Q1 | $364K | Buy |
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|
2022
Q4 | $304K | Buy |
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|
2022
Q3 | $216K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $215K | Buy |
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|
2021
Q4 | $228K | Buy |
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