Annapolis Financial Services’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
Q3 | $230K | Buy |
2,725
+4
| +0.1% | +$338 | 0.07% | 88 |
|
|
2024
Q2 | $193K | Hold |
2,721
| – | – | 0.06% | 95 |
|
|
2024
Q1 | $174K | Hold |
2,721
| – | – | 0.06% | 93 |
|
|
2023
Q4 | $165K | Sell |
2,721
-90
| -3% | -$5.47K | 0.04% | 124 |
|
|
2023
Q3 | $161K | Buy |
2,811
+164
| +6% | +$9.4K | 0.05% | 121 |
|
|
2023
Q2 | $196K | Sell |
2,647
-219
| -8% | -$16.3K | 0.06% | 112 |
|
|
2023
Q1 | $221K | Sell |
2,866
-6,000
| -68% | -$462K | 0.07% | 105 |
|
|
2022
Q4 | $741K | Sell |
8,866
-65
| -0.7% | -$5.43K | 0.24% | 64 |
|
|
2022
Q3 | $700K | Buy |
8,931
+215
| +2% | +$16.9K | 0.26% | 64 |
|
|
2022
Q2 | $675K | Hold |
8,716
| – | – | 0.25% | 61 |
|
|
2022
Q1 | $738K | Sell |
8,716
-560
| -6% | -$47.4K | 0.24% | 66 |
|
|
2021
Q4 | $866K | Buy |
9,276
+560
| +6% | +$52.3K | 0.27% | 62 |
|
|
2021
Q3 | $684K | Buy |
8,716
+120
| +1% | +$9.42K | 0.23% | 68 |
|
|
2021
Q2 | $630K | Hold |
8,596
| – | – | 0.21% | 69 |
|
|
2021
Q1 | $650K | Hold |
8,596
| – | – | 0.24% | 58 |
|
|
2020
Q4 | $663K | Buy |
+8,596
| New | +$663K | 0.26% | 56 |
|