Icon Wealth Partners’s NextEra Energy NEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $1.79M | Sell |
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|
2023
Q2 | $3.39M | Sell |
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|
2023
Q1 | $4.42M | Buy |
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|
2022
Q2 | $5.09M | Sell |
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|
2022
Q1 | $6.26M | Buy |
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|
2021
Q4 | $6.71M | Buy |
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|
2021
Q3 | $5.64M | Sell |
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|
2021
Q2 | $5.74M | Buy |
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|
2021
Q1 | $5.51M | Sell |
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|
2020
Q4 | $6.05M | Buy |
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|
2020
Q3 | $4.66M | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $6K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $18K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $91K | Buy |
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