180 Wealth Advisors’s NextEra Energy, Inc. NEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-2,416
| Closed | -$204K | – | 455 |
|
|
2024
Q3 | $204K | Buy |
+2,416
| New | +$204K | 0.03% | 410 |
|
|
2024
Q1 | – | Sell |
-4,182
| Closed | -$258K | – | 417 |
|
|
2023
Q4 | $258K | Buy |
4,182
+67
| +2% | +$4.13K | 0.05% | 308 |
|
|
2023
Q3 | $236K | Buy |
4,115
+39
| +1% | +$2.23K | 0.05% | 300 |
|
|
2023
Q2 | $303K | Buy |
4,076
+18
| +0.4% | +$1.34K | 0.07% | 258 |
|
|
2023
Q1 | $313K | Buy |
4,058
+77
| +2% | +$5.94K | 0.07% | 252 |
|
|
2022
Q4 | $304K | Sell |
3,981
-42
| -1% | -$3.21K | 0.07% | 262 |
|
|
2022
Q3 | $315K | Sell |
4,023
-12
| -0.3% | -$940 | 0.09% | 234 |
|
|
2022
Q2 | $325K | Sell |
4,035
-48
| -1% | -$3.87K | 0.08% | 236 |
|
|
2022
Q1 | $334K | Sell |
4,083
-127
| -3% | -$10.4K | 0.07% | 257 |
|
|
2021
Q4 | $348K | Sell |
4,210
-115
| -3% | -$9.51K | 0.08% | 243 |
|
|
2021
Q3 | $353K | Buy |
4,325
+62
| +1% | +$5.06K | 0.08% | 251 |
|
|
2021
Q2 | $343K | Sell |
4,263
-37
| -0.9% | -$2.98K | 0.08% | 243 |
|
|
2021
Q1 | $320K | Buy |
4,300
+167
| +4% | +$12.4K | 0.08% | 237 |
|
|
2020
Q4 | $342K | Sell |
4,133
-419
| -9% | -$34.7K | 0.1% | 200 |
|
|
2020
Q3 | $343K | Sell |
4,552
-92
| -2% | -$6.93K | 0.13% | 164 |
|
|
2020
Q2 | $320K | Sell |
4,644
-1,084
| -19% | -$74.7K | 0.13% | 167 |
|
|
2020
Q1 | $324K | Sell |
5,728
-860
| -13% | -$48.6K | 0.17% | 146 |
|
|
2019
Q4 | $414K | Sell |
6,588
-11,252
| -63% | -$707K | 0.17% | 150 |
|
|
2019
Q3 | $1.02M | Buy |
17,840
+2,676
| +18% | +$154K | 0.45% | 60 |
|
|
2019
Q2 | $797K | Sell |
15,164
-2,312
| -13% | -$122K | 0.36% | 77 |
|
|
2019
Q1 | $829K | Sell |
17,476
-2,504
| -13% | -$119K | 0.38% | 72 |
|
|
2018
Q4 | $837K | Hold |
19,980
| – | – | 0.39% | 76 |
|
|
2018
Q3 | $837K | Sell |
19,980
-4,056
| -17% | -$170K | 0.39% | 76 |
|
|
2018
Q2 | $1M | Buy |
24,036
+17,800
| +285% | +$744K | 0.5% | 60 |
|
|
2018
Q1 | $255K | Sell |
6,236
-392
| -6% | -$16K | 0.13% | 193 |
|
|
2017
Q4 | $259K | Buy |
+6,628
| New | +$259K | 0.13% | 187 |
|