Jay D. Rosenbaum’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
Q3 | – | Sell |
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|
2024
Q2 | $288K | Sell |
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|
2024
Q1 | $281K | Sell |
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|
2023
Q4 | $619K | Sell |
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|
2023
Q3 | $976K | Buy |
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|
2023
Q2 | $839K | Buy |
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|
2023
Q1 | $675K | Buy |
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|
2022
Q4 | $651K | Sell |
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|
2022
Q3 | $716K | Sell |
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|
2022
Q2 | $719K | Buy |
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|
2022
Q1 | $763K | Buy |
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|
2021
Q4 | $816K | Sell |
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|
2021
Q3 | $758K | Sell |
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|
2021
Q2 | $709K | Hold |
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|
2021
Q1 | $730K | Buy |
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|
2020
Q4 | $707K | Buy |
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|
2020
Q3 | $568K | Buy |
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|
2020
Q2 | $446K | Buy |
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|
2020
Q1 | $427K | Buy |
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