Acorn Financial Advisory Services’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
Q3 | – | Sell |
-3,034
| Closed | -$215K | – | 215 |
|
|
2024
Q2 | $215K | Buy |
+3,034
| New | +$215K | 0.04% | 193 |
|
|
2024
Q1 | – | Sell |
-6,824
| Closed | -$415K | – | 232 |
|
|
2023
Q4 | $415K | Sell |
6,824
-48
| -0.7% | -$2.92K | 0.07% | 161 |
|
|
2023
Q3 | $394K | Buy |
6,872
+407
| +6% | +$23.3K | 0.07% | 159 |
|
|
2023
Q2 | $480K | Buy |
6,465
+130
| +2% | +$9.65K | 0.09% | 137 |
|
|
2023
Q1 | $488K | Buy |
6,335
+1,058
| +20% | +$81.6K | 0.1% | 123 |
|
|
2022
Q4 | $441K | Buy |
5,277
+30
| +0.6% | +$2.51K | 0.09% | 123 |
|
|
2022
Q3 | $412K | Sell |
5,247
-828
| -14% | -$65K | 0.1% | 137 |
|
|
2022
Q2 | $471K | Buy |
6,075
+28
| +0.5% | +$2.17K | 0.11% | 121 |
|
|
2022
Q1 | $512K | Hold |
6,047
| – | – | 0.1% | 133 |
|
|
2021
Q4 | $563K | Buy |
6,047
+1,282
| +27% | +$119K | 0.11% | 125 |
|
|
2021
Q3 | $374K | Sell |
4,765
-772
| -14% | -$60.6K | 0.12% | 156 |
|
|
2021
Q2 | $406K | Sell |
5,537
-633
| -10% | -$46.4K | 0.12% | 161 |
|
|
2021
Q1 | $468K | Buy |
6,170
+633
| +11% | +$48K | 0.17% | 131 |
|
|
2020
Q4 | $428K | Buy |
5,537
+45
| +0.8% | +$3.48K | 0.17% | 136 |
|
|
2020
Q3 | $381K | Hold |
5,492
| – | – | 0.2% | 130 |
|
|
2020
Q2 | $330K | Buy |
5,492
+680
| +14% | +$40.9K | 0.23% | 136 |
|
|
2020
Q1 | $290K | Sell |
4,812
-204
| -4% | -$12.3K | 0.29% | 119 |
|
|
2019
Q4 | $303K | Buy |
+5,016
| New | +$303K | 0.25% | 129 |
|