One Charles Private Wealth Services’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 | – | Sell |
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|
2024
Q3 | $214K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $211K | Hold |
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|
2023
Q1 | $219K | Hold |
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|
2022
Q4 | $237K | Buy |
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|
2022
Q3 | $221K | Hold |
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|
2022
Q2 | $226K | Buy |
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|
2022
Q1 | $231K | Sell |
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|
2021
Q4 | $260K | Buy |
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|
2021
Q3 | $214K | Sell |
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|
2021
Q2 | $315K | Buy |
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|
2021
Q1 | $249K | Buy |
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|
2020
Q4 | $235K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $311K | Buy |
|