Integrated Wealth Concepts’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 | $4.71M | Buy |
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|
2025
Q1 | $4.7M | Sell |
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|
2024
Q4 | $4.76M | Buy |
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|
2024
Q3 | $3.76M | Sell |
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|
2024
Q2 | $3.27M | Buy |
|
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|
2024
Q1 | $2.77M | Buy |
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|
2023
Q4 | $2.4M | Buy |
|
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|
2023
Q3 | $1.85M | Sell |
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|
2023
Q2 | $2.52M | Buy |
|
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|
2023
Q1 | $2.15M | Sell |
|
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|
2022
Q4 | $2.39M | Buy |
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|
2022
Q3 | $2.18M | Buy |
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|
2022
Q2 | $2.08M | Buy |
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|
2022
Q1 | $2.2M | Buy |
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|
2021
Q4 | $2.26M | Buy |
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|
2021
Q3 | $1.77M | Buy |
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|
2021
Q2 | $806K | Buy |
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|
2021
Q1 | $663K | Buy |
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|
2020
Q4 | $436K | Buy |
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|
2020
Q3 | $317K | Buy |
|
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|
2020
Q2 | $228K | Sell |
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|
2020
Q1 | $236K | Sell |
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|
2019
Q4 | $251K | Sell |
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|
2019
Q3 | $544K | Buy |
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|
2019
Q2 | $475K | Buy |
|