Wealthspire Advisors (Maryland)’s NextEra Energy NEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $2.63M | Sell |
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|
2020
Q2 | $2.65M | Sell |
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|
2020
Q1 | $2.83M | Sell |
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|
2019
Q4 | $3M | Sell |
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|
2019
Q3 | $2.93M | Buy |
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|
2019
Q2 | $2.53M | Sell |
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|
2019
Q1 | $2.65M | Buy |
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|
2018
Q4 | $2.09M | Buy |
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|
2018
Q3 | $1.74M | Sell |
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|
2018
Q2 | $1.75M | Sell |
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|
2018
Q1 | $2.15M | Buy |
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|
2017
Q4 | $1.75M | Buy |
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|
2017
Q3 | $1.6M | Buy |
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|
2017
Q2 | $1.49M | Buy |
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|
2017
Q1 | $1.25M | Sell |
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|
2016
Q4 | $1.3M | Sell |
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|
2016
Q3 | $1.35M | Sell |
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|
2016
Q2 | $1.7M | Buy |
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|
2016
Q1 | $1.09M | Buy |
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|
2015
Q4 | $633K | Buy |
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