Affinity 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
Q1 | – | Sell |
-4,284
| Closed | -$358K | – | 120 |
|
|
2022
Q4 | $358K | Buy |
4,284
+61
| +1% | +$5.1K | 0.08% | 66 |
|
|
2022
Q3 | $331K | Sell |
4,223
-84
| -2% | -$6.58K | 0.08% | 69 |
|
|
2022
Q2 | $346K | Buy |
4,307
+185
| +4% | +$14.9K | 0.08% | 69 |
|
|
2022
Q1 | $345K | Sell |
4,122
-177
| -4% | -$14.8K | 0.07% | 72 |
|
|
2021
Q4 | $355K | Buy |
4,299
+261
| +6% | +$21.6K | 0.07% | 78 |
|
|
2021
Q3 | $319K | Buy |
+4,038
| New | +$319K | 0.06% | 86 |
|
|
2021
Q2 | – | Sell |
-5,221
| Closed | -$420K | – | 112 |
|
|
2021
Q1 | $420K | Buy |
5,221
+180
| +4% | +$14.5K | 0.09% | 63 |
|
|
2020
Q4 | $417K | Buy |
5,041
+781
| +18% | +$64.6K | 0.09% | 64 |
|
|
2020
Q3 | $314K | Buy |
4,260
+316
| +8% | +$23.3K | 0.08% | 61 |
|
|
2020
Q2 | $277K | Buy |
3,944
+28
| +0.7% | +$1.97K | 0.35% | 41 |
|
|
2020
Q1 | $222K | Sell |
3,916
-516
| -12% | -$29.3K | 0.13% | 48 |
|
|
2019
Q4 | $268K | Hold |
4,432
| – | – | 0.1% | 80 |
|
|
2019
Q3 | $258K | Hold |
4,432
| – | – | 0.1% | 77 |
|
|
2019
Q2 | $227K | Buy |
+4,432
| New | +$227K | 0.09% | 93 |
|