AFS Financial 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
Q1 | – | Sell |
-10,668
| Closed | -$648K | – | 41 |
|
|
2023
Q4 | $648K | Sell |
10,668
-11,811
| -53% | -$717K | 0.61% | 24 |
|
|
2023
Q3 | $1.29M | Buy |
22,479
+18,365
| +446% | +$1.05M | 0.88% | 34 |
|
|
2023
Q2 | $305K | Hold |
4,114
| – | – | 0.2% | 77 |
|
|
2023
Q1 | $317K | Hold |
4,114
| – | – | 0.21% | 74 |
|
|
2022
Q4 | $344K | Buy |
+4,114
| New | +$344K | 0.24% | 67 |
|