Wilkinson Global Asset 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
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|
2023
Q3 | $607K | Sell |
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|
2023
Q2 | $829K | Sell |
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|
2023
Q1 | $1.63M | Sell |
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|
2022
Q4 | $1.8M | Hold |
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|
2022
Q3 | $1.69M | Sell |
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|
2022
Q2 | $2.51M | Sell |
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|
2022
Q1 | $3.68M | Hold |
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|
2021
Q4 | $4.05M | Hold |
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|
2021
Q3 | $3.41M | Sell |
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|
2021
Q2 | $3.41M | Hold |
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|
2021
Q1 | $3.52M | Buy |
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