B&D White Capital Company’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
Q4 | – | Sell |
-3,620
| Closed | -$207K | – | 76 |
|
2023
Q3 | $207K | Buy |
+3,620
| New | +$207K | 0.08% | 62 |
|
2022
Q1 | – | Sell |
-41,170
| Closed | -$3.84M | – | 72 |
|
2021
Q4 | $3.84M | Buy |
41,170
+2,428
| +6% | +$227K | 1.26% | 14 |
|
2021
Q3 | $3.04M | Buy |
+38,742
| New | +$3.04M | 1.17% | 31 |
|
2021
Q2 | – | Sell |
-26,632
| Closed | -$1.96M | – | 50 |
|
2021
Q1 | $1.96M | Buy |
26,632
+4,206
| +19% | +$309K | 1.04% | 21 |
|
2020
Q4 | $1.73M | Buy |
+22,426
| New | +$1.73M | 0.98% | 21 |
|