Asset Planning Services Inc’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 |
-56,900
| Closed | -$4.39M | – | 38 |
|
|
2023
Q1 | $4.39M | Sell |
56,900
-25
| -0% | -$1.93K | 2.78% | 21 |
|
|
2022
Q4 | $4.76M | Sell |
56,925
-225
| -0.4% | -$18.8K | 3.01% | 18 |
|
|
2022
Q3 | $4.48M | Sell |
57,150
-350
| -0.6% | -$27.4K | 3.15% | 16 |
|
|
2022
Q2 | $4.45M | Buy |
57,500
+2,800
| +5% | +$217K | 2.92% | 20 |
|
|
2022
Q1 | $4.63M | Buy |
54,700
+1,600
| +3% | +$136K | 2.66% | 23 |
|
|
2021
Q4 | $4.96M | Hold |
53,100
| – | – | 2.67% | 18 |
|
|
2021
Q3 | $4.17M | Sell |
53,100
-1,200
| -2% | -$94.2K | 2.46% | 25 |
|
|
2021
Q2 | $3.98M | Buy |
54,300
+1,500
| +3% | +$110K | 2.3% | 26 |
|
|
2021
Q1 | $3.99M | Buy |
+52,800
| New | +$3.99M | 2.41% | 25 |
|