Mascoma Wealth Management’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
Q3 | $34.3K | Hold |
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|
2025
Q2 | $31.6K | Hold |
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|
2025
Q1 | $32.3K | Sell |
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|
2024
Q4 | $46.1K | Buy |
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|
2024
Q3 | $38.5K | Sell |
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|
2024
Q2 | $41.6K | Buy |
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|
2024
Q1 | $33.9K | Sell |
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|
2023
Q4 | $35.7K | Sell |
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|
2023
Q3 | $42.2K | Buy |
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|
2023
Q2 | $41.8K | Sell |
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|
2023
Q1 | $94.2K | Sell |
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|
2022
Q4 | $104K | Sell |
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|
2022
Q3 | $196K | Buy |
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|
2022
Q2 | $116K | Buy |
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|
2022
Q1 | $126K | Buy |
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|
2021
Q4 | $109K | Buy |
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|
2021
Q3 | $44K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $35K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $2K | Sell |
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|
2018
Q4 | $30K | Hold |
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|
2018
Q3 | $29K | Hold |
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|
2018
Q2 | $29K | Buy |
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|
2018
Q1 | $26K | Hold |
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|
2017
Q4 | $25K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $77K | Hold |
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|
2016
Q4 | $72K | Buy |
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