Graham Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $505K | Sell |
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|
2025
Q1 | $518K | Buy |
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|
2024
Q4 | $518K | Buy |
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|
2024
Q3 | $610K | Sell |
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|
2024
Q2 | $516K | Buy |
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|
2024
Q1 | $460K | Sell |
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|
2023
Q4 | $442K | Buy |
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|
2023
Q3 | $508K | Hold |
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|
2023
Q2 | $508K | Buy |
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|
2023
Q1 | $5.21M | Sell |
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|
2022
Q4 | $571K | Sell |
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|
2022
Q3 | $541K | Hold |
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|
2022
Q2 | $534K | Sell |
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|
2022
Q1 | $699K | Sell |
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|
2021
Q4 | $875K | Buy |
|