Avitas Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $2.79M | Buy |
38,964
+191
| +0.5% | +$13.7K | 0.39% | 66 |
|
|
2024
Q3 | $3.28M | Buy |
38,773
+485
| +1% | +$41K | 0.46% | 56 |
|
|
2024
Q2 | $2.71M | Buy |
38,288
+57
| +0.1% | +$4.04K | 0.4% | 63 |
|
|
2024
Q1 | $2.44M | Buy |
38,231
+388
| +1% | +$24.8K | 0.37% | 71 |
|
|
2023
Q4 | $2.3M | Buy |
37,843
+1,057
| +3% | +$64.2K | 0.38% | 72 |
|
|
2023
Q3 | $2.11M | Sell |
36,786
-30,749
| -46% | -$1.76M | 0.4% | 72 |
|
|
2023
Q2 | $5.01M | Buy |
67,535
+423
| +0.6% | +$31.4K | 0.91% | 27 |
|
|
2023
Q1 | $5.17M | Sell |
67,112
-668
| -1% | -$51.5K | 1.01% | 25 |
|
|
2022
Q4 | $5.67M | Sell |
67,780
-633
| -0.9% | -$52.9K | 1.2% | 21 |
|
|
2022
Q3 | $5.36M | Sell |
68,413
-11,980
| -15% | -$939K | 1.23% | 19 |
|
|
2022
Q2 | $6.23M | Sell |
80,393
-4,474
| -5% | -$347K | 1.36% | 15 |
|
|
2022
Q1 | $7.19M | Buy |
84,867
+1,954
| +2% | +$166K | 1.3% | 14 |
|
|
2021
Q4 | $7.74M | Buy |
82,913
+1,283
| +2% | +$120K | 1.3% | 15 |
|
|
2021
Q3 | $6.41M | Sell |
81,630
-417
| -0.5% | -$32.7K | 1.17% | 16 |
|
|
2021
Q2 | $6.01M | Buy |
82,047
+1,988
| +2% | +$146K | 1.07% | 23 |
|
|
2021
Q1 | $6.05M | Buy |
80,059
+34,731
| +77% | +$2.63M | 1.19% | 16 |
|
|
2020
Q4 | $3.5M | Buy |
45,328
+12,236
| +37% | +$944K | 0.71% | 39 |
|
|
2020
Q3 | $2.3M | Buy |
33,092
+512
| +2% | +$35.5K | 0.64% | 52 |
|
|
2020
Q2 | $1.96M | Buy |
32,580
+20,516
| +170% | +$1.23M | 0.65% | 59 |
|
|
2020
Q1 | $726K | Buy |
12,064
+192
| +2% | +$11.6K | 0.33% | 85 |
|
|
2019
Q4 | $719K | Sell |
11,872
-12
| -0.1% | -$727 | 0.18% | 124 |
|
|
2019
Q3 | $692K | Buy |
11,884
+56
| +0.5% | +$3.26K | 0.19% | 120 |
|
|
2019
Q2 | $606K | Sell |
11,828
-300
| -2% | -$15.4K | 0.17% | 132 |
|
|
2019
Q1 | $586K | Sell |
12,128
-748
| -6% | -$36.1K | 0.17% | 128 |
|
|
2018
Q4 | $560K | Buy |
+12,876
| New | +$560K | 0.18% | 129 |
|