Lumature 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
Q2
$301K Sell
2023
Q1
$312K Buy
2022
Q4
$338K Sell
2022
Q3
$326K Buy
2022
Q2
$319K Sell
2022
Q1
$371K Sell
2021
Q4
$435K Buy
2021
Q3
$320K Buy
2021
Q2
$255K Buy
2021
Q1
$151K Buy