Advisory Resource Group’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 |
-5,450
| Closed | -$461K | – | 167 |
|
|
2024
Q3 | $461K | Sell |
5,450
-162
| -3% | -$13.7K | 0.1% | 122 |
|
|
2024
Q2 | $397K | Buy |
5,612
+59
| +1% | +$4.18K | 0.09% | 122 |
|
|
2024
Q1 | $355K | Buy |
+5,553
| New | +$355K | 0.08% | 129 |
|
|
2019
Q4 | – | Sell |
-20,676
| Closed | -$1.2M | – | 77 |
|
|
2019
Q3 | $1.2M | Sell |
20,676
-3,020
| -13% | -$176K | 0.65% | 29 |
|
|
2019
Q2 | $1.21M | Buy |
23,696
+1,140
| +5% | +$58.4K | 0.67% | 29 |
|
|
2019
Q1 | $1.12M | Sell |
22,556
-2,264
| -9% | -$113K | 0.63% | 25 |
|
|
2018
Q4 | $1.08M | Buy |
+24,820
| New | +$1.08M | 0.66% | 20 |
|