Allred Capital 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
Q2 | – | Sell |
-4,129
| Closed | -$318K | – | 162 |
|
|
2023
Q1 | $318K | Buy |
4,129
+309
| +8% | +$23.8K | 0.17% | 111 |
|
|
2022
Q4 | $319K | Buy |
3,820
+93
| +2% | +$7.78K | 0.18% | 107 |
|
|
2022
Q3 | $292K | Buy |
3,727
+828
| +29% | +$64.9K | 0.18% | 114 |
|
|
2022
Q2 | $224K | Sell |
2,899
-424
| -13% | -$32.8K | 0.14% | 142 |
|
|
2022
Q1 | $281K | Buy |
3,323
+987
| +42% | +$83.5K | 0.15% | 144 |
|
|
2021
Q4 | $218K | Buy |
+2,336
| New | +$218K | 0.11% | 172 |
|
|
2021
Q2 | – | Sell |
-2,386
| Closed | -$180K | – | 557 |
|
|
2021
Q1 | $180K | Buy |
+2,386
| New | +$180K | 0.08% | 185 |
|
|
2020
Q1 | – | Sell |
-832
| Closed | -$50.4K | – | 497 |
|
|
2019
Q4 | $50.4K | Buy |
+832
| New | +$50.4K | 0.03% | 338 |
|
|
2019
Q3 | – | Sell |
-6,312
| Closed | -$327K | – | 177 |
|
|
2019
Q2 | $327K | Hold |
6,312
| – | – | 0.19% | 127 |
|
|
2019
Q1 | $299K | Sell |
6,312
-80
| -1% | -$3.79K | 0.17% | 141 |
|
|
2018
Q4 | $277K | Buy |
+6,392
| New | +$277K | 0.19% | 128 |
|