Sutton Wealth Advisors’s NextEra Energy NEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $560K | Buy |
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|
2023
Q2 | $724K | Buy |
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|
2023
Q1 | $751K | Sell |
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|
2022
Q4 | $1.33M | Buy |
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|
2022
Q3 | $1.21M | Buy |
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|
2022
Q2 | $1.19M | Buy |
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|
2022
Q1 | $1.3M | Buy |
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|
2021
Q4 | $1.43M | Buy |
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|
2021
Q3 | $1.2M | Buy |
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|
2021
Q2 | $1.12M | Hold |
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|
2021
Q1 | $1.16M | Hold |
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|
2020
Q4 | $1.18M | Buy |
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|
2020
Q3 | $1.06M | Buy |
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|
2020
Q2 | $914K | Buy |
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|
2020
Q1 | $914K | Buy |
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|
2019
Q4 | $917K | Hold |
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|
2019
Q3 | $882K | Hold |
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|
2019
Q2 | $775K | Buy |
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|
2019
Q1 | $731K | Buy |
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|
2018
Q4 | $656K | Buy |
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|
2018
Q3 | $624K | Hold |
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|
2018
Q2 | $622K | Hold |
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|
2018
Q1 | $608K | Buy |
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|
2017
Q4 | $535K | Hold |
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|
2017
Q3 | $502K | Hold |
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|
2017
Q2 | $480K | Buy |
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|
2017
Q1 | $219K | Hold |
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|
2016
Q4 | $204K | Sell |
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|
2016
Q3 | $216K | Hold |
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|
2016
Q2 | $230K | Hold |
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|
2016
Q1 | $209K | Buy |
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