Perigon 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 | $9.81M | Buy |
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|
2025
Q2 | $4.86M | Buy |
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|
2025
Q1 | $4.83M | Buy |
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|
2024
Q4 | $4.76M | Buy |
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|
2024
Q3 | $4.35M | Sell |
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|
2024
Q2 | $3.74M | Sell |
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|
2024
Q1 | $3.96M | Sell |
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|
2023
Q4 | $4.73M | Buy |
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|
2023
Q3 | $4.31M | Buy |
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|
2023
Q2 | $5.36M | Buy |
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|
2023
Q1 | $2.72M | Buy |
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|
2022
Q4 | $2.93M | Buy |
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|
2022
Q3 | $2.51M | Buy |
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|
2022
Q2 | $2.39M | Buy |
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|
2022
Q1 | $2.55M | Sell |
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|
2021
Q4 | $2.9M | Buy |
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|
2021
Q3 | $2.15M | Sell |
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|
2021
Q2 | $2.07M | Sell |
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|
2021
Q1 | $2.33M | Buy |
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|
2020
Q4 | $2.32M | Buy |
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|
2020
Q3 | $2.01M | Buy |
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|
2020
Q2 | $1.66M | Buy |
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|
2020
Q1 | $1.67M | Buy |
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|
2019
Q4 | $1.22M | Buy |
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|
2019
Q3 | $1.12M | Buy |
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|
2019
Q2 | $996K | Sell |
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|
2019
Q1 | $934K | Buy |
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|
2018
Q4 | $840K | Sell |
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|
2018
Q3 | $1.23M | Buy |
|
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|
2018
Q2 | $505K | Buy |
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|
2018
Q1 | $324K | Sell |
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|
2017
Q4 | $313K | Sell |
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|
2017
Q3 | $585K | Sell |
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|
2017
Q2 | $827K | Buy |
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|
2017
Q1 | $694K | Sell |
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|
2016
Q4 | $719K | Sell |
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|
2016
Q3 | $690K | Buy |
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|
2016
Q2 | $708K | Buy |
|
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|
2016
Q1 | $642K | Hold |
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|
2015
Q4 | $513K | Buy |
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|
2015
Q3 | $316K | Hold |
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|
2015
Q2 | $318K | Hold |
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|
2015
Q1 | $337K | Buy |
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|
2014
Q4 | $334K | Buy |
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|
2014
Q3 | $262K | Sell |
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|
2014
Q2 | $381K | Hold |
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|
2014
Q1 | $355K | Buy |
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|
2013
Q4 | $266K | Buy |
|