1900 Wealth Management’s NextEra Energy, Inc. NEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-2,654
| Closed | -$222K | – | 253 |
|
|
2023
Q1 | $222K | Hold |
2,654
| – | – | 0.02% | 221 |
|
|
2022
Q4 | $222K | Buy |
+2,654
| New | +$222K | 0.02% | 215 |
|
|
2022
Q2 | – | Sell |
-2,464
| Closed | -$209K | – | 235 |
|
|
2022
Q1 | $209K | Hold |
2,464
| – | – | 0.02% | 234 |
|
|
2021
Q4 | $230K | Buy |
+2,464
| New | +$230K | 0.02% | 223 |
|
|
2021
Q2 | – | Sell |
-2,756
| Closed | -$208 | – | 217 |
|
|
2021
Q1 | $208 | Buy |
+2,756
| New | +$208 | 0.02% | 165 |
|