4WM
4J Wealth Management’s NextEra Energy, Inc. NEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-2,571
| Closed | -$217K | – | 88 |
|
|
2024
Q3 | $217K | Buy |
+2,571
| New | +$217K | 0.17% | 86 |
|
|
2023
Q1 | – | Sell |
-4,536
| Closed | -$379K | – | 79 |
|
|
2022
Q4 | $379K | Sell |
4,536
-874
| -16% | -$73.1K | 0.44% | 53 |
|
|
2022
Q3 | $424K | Buy |
5,410
+701
| +15% | +$54.9K | 0.54% | 41 |
|
|
2022
Q2 | $365K | Buy |
4,709
+112
| +2% | +$8.68K | 0.46% | 46 |
|
|
2022
Q1 | $389K | Sell |
4,597
-75
| -2% | -$6.35K | 0.34% | 48 |
|
|
2021
Q4 | $436K | Sell |
4,672
-242
| -5% | -$22.6K | 0.37% | 45 |
|
|
2021
Q3 | $386K | Hold |
4,914
| – | – | 0.34% | 50 |
|
|
2021
Q2 | $360K | Hold |
4,914
| – | – | 0.31% | 54 |
|
|
2021
Q1 | $372K | Buy |
4,914
+1,725
| +54% | +$131K | 0.35% | 51 |
|
|
2020
Q4 | $246K | Buy |
+3,189
| New | +$246K | 0.24% | 66 |
|