Modera 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 | $3.21M | Sell |
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|
2025
Q2 | $3M | Buy |
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|
2025
Q1 | $2.92M | Sell |
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|
2024
Q4 | $3.16M | Buy |
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|
2024
Q3 | $3.36M | Buy |
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|
2024
Q2 | $2.78M | Buy |
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|
2024
Q1 | $2.49M | Sell |
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|
2023
Q4 | $2.59M | Buy |
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|
2023
Q3 | $2.44M | Sell |
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|
2023
Q2 | $4.36M | Buy |
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|
2023
Q1 | $474K | Sell |
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|
2022
Q4 | $525K | Sell |
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|
2022
Q3 | $531K | Sell |
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|
2022
Q2 | $649K | Sell |
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|
2022
Q1 | $814K | Buy |
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|
2021
Q4 | $481K | Buy |
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|
2021
Q3 | $375K | Sell |
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|
2021
Q2 | $358K | Buy |
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|
2021
Q1 | $359K | Buy |
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|
2020
Q4 | $246K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $279K | Buy |
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