AWS
AJ Wealth Strategies’s NextEra Energy, Inc. NEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $706K | Buy |
9,509
+220
| +2% | +$16.3K | 0.03% | 151 |
|
|
2023
Q1 | $716K | Sell |
9,289
-4,027
| -30% | -$310K | 0.04% | 146 |
|
|
2022
Q4 | $1.11M | Buy |
13,316
+39
| +0.3% | +$3.26K | 0.06% | 125 |
|
|
2022
Q3 | $1.04M | Sell |
13,277
-80
| -0.6% | -$6.27K | 0.06% | 125 |
|
|
2022
Q2 | $1.04M | Buy |
13,357
+45
| +0.3% | +$3.49K | 0.05% | 125 |
|
|
2022
Q1 | $1.13M | Buy |
13,312
+1,497
| +13% | +$127K | 0.06% | 128 |
|
|
2021
Q4 | $1.1M | Buy |
11,815
+29
| +0.2% | +$2.71K | 0.05% | 131 |
|
|
2021
Q3 | $925K | Buy |
11,786
+625
| +6% | +$49.1K | 0.05% | 133 |
|
|
2021
Q2 | $818K | Sell |
11,161
-980
| -8% | -$71.8K | 0.05% | 138 |
|
|
2021
Q1 | $918K | Buy |
12,141
+5,041
| +71% | +$381K | 0.07% | 122 |
|
|
2020
Q4 | $548K | Buy |
+7,100
| New | +$548K | 0.05% | 138 |
|