Andesa Financial 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 |
-8,809
| Closed | -$736K | – | 139 |
|
|
2022
Q4 | $736K | Sell |
8,809
-684
| -7% | -$57.2K | 0.4% | 67 |
|
|
2022
Q3 | $748K | Buy |
9,493
+1,202
| +14% | +$94.7K | 0.26% | 74 |
|
|
2022
Q2 | $642K | Sell |
8,291
-34
| -0.4% | -$2.63K | 0.41% | 65 |
|
|
2022
Q1 | $703K | Sell |
8,325
-29,769
| -78% | -$2.51M | 0.38% | 63 |
|
|
2021
Q4 | $3.56M | Buy |
38,094
+2,840
| +8% | +$265K | 1.75% | 13 |
|
|
2021
Q3 | $2.77M | Sell |
35,254
-26,384
| -43% | -$2.07M | 1.51% | 19 |
|
|
2021
Q2 | $4.51M | Buy |
61,638
+54,563
| +771% | +$3.99M | 1.36% | 27 |
|
|
2021
Q1 | $535K | Buy |
7,075
+938
| +15% | +$70.9K | 0.17% | 86 |
|
|
2020
Q4 | $476K | Sell |
6,137
-639
| -9% | -$49.6K | 0.31% | 76 |
|
|
2020
Q3 | $470K | Buy |
6,776
+1,364
| +25% | +$94.6K | 0.19% | 90 |
|
|
2020
Q2 | $325K | Buy |
5,412
+1,144
| +27% | +$68.7K | 0.29% | 81 |
|
|
2020
Q1 | $255K | Buy |
+4,268
| New | +$255K | 0.29% | 73 |
|