Marietta Investment 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
Q4 | – | Sell |
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|
2023
Q3 | $345K | Sell |
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|
2023
Q2 | $709K | Sell |
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|
2023
Q1 | $868K | Sell |
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|
2022
Q4 | $954K | Buy |
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|
2022
Q3 | $892K | Sell |
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|
2022
Q2 | $933K | Sell |
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|
2022
Q1 | $1.17M | Sell |
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|
2021
Q4 | $1.6M | Buy |
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|
2021
Q3 | $1.33M | Buy |
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|
2021
Q2 | $1.24M | Hold |
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|
2021
Q1 | $1.28M | Buy |
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|
2020
Q4 | $1.27M | Buy |
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|
2020
Q3 | $849K | Buy |
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|
2020
Q2 | $650K | Sell |
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|
2020
Q1 | $664K | Buy |
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