Marcum Wealth’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
Q1 | $587K | Sell |
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|
2024
Q4 | $604K | Sell |
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|
2024
Q3 | $770K | Sell |
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|
2024
Q2 | $716K | Buy |
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|
2024
Q1 | $619K | Buy |
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|
2023
Q4 | $516K | Sell |
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|
2023
Q3 | $625K | Buy |
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|
2023
Q2 | $808K | Buy |
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|
2023
Q1 | $831K | Buy |
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|
2022
Q4 | $869K | Buy |
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|
2022
Q3 | $780K | Buy |
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|
2022
Q2 | $707K | Sell |
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|
2022
Q1 | $851K | Sell |
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|
2021
Q4 | $974K | Buy |
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|
2021
Q3 | $801K | Sell |
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|
2021
Q2 | $1.49M | Sell |
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|
2021
Q1 | $1.55M | Buy |
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|
2020
Q4 | $379K | Sell |
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|
2020
Q3 | $372K | Sell |
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|
2020
Q2 | $381K | Buy |
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|
2020
Q1 | $368K | Buy |
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|
2019
Q4 | $365K | Buy |
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