Merriman 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
2024
Q4
$217K Buy
2024
Q3
$247K Buy
2024
Q2
$206K Buy
2023
Q1
Sell
2022
Q4
$202K Sell
2022
Q3
$209K Sell
2022
Q2
$273K Buy
2022
Q1
$258K Buy
2021
Q4
$222K Buy