Angeles Investment Advisors’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
Q2 | – | Sell |
-3,382
| Closed | -$216K | – | 235 |
|
|
2024
Q1 | $216K | Buy |
+3,382
| New | +$216K | 0.01% | 202 |
|
|
2023
Q3 | – | Sell |
-6,148
| Closed | -$456K | – | 204 |
|
|
2023
Q2 | $456K | Buy |
6,148
+2,192
| +55% | +$163K | 0.04% | 72 |
|
|
2023
Q1 | $305K | Buy |
+3,956
| New | +$305K | 0.03% | 104 |
|
|
2022
Q4 | – | Sell |
-3,070
| Closed | -$241K | – | 115 |
|
|
2022
Q3 | $241K | Buy |
+3,070
| New | +$241K | 0.03% | 37 |
|