Baker Tilly 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-9,953
| Closed | -$739K | – | 525 |
|
|
2023
Q2 | $739K | Sell |
9,953
-608
| -6% | -$45.1K | 0.08% | 258 |
|
|
2023
Q1 | $814K | Buy |
10,561
+212
| +2% | +$16.3K | 0.09% | 237 |
|
|
2022
Q4 | $865K | Sell |
10,349
-2,435
| -19% | -$204K | 0.11% | 214 |
|
|
2022
Q3 | $1M | Sell |
12,784
-3,691
| -22% | -$289K | 0.14% | 163 |
|
|
2022
Q2 | $1.28M | Sell |
16,475
-9,333
| -36% | -$723K | 0.17% | 135 |
|
|
2022
Q1 | $2.19M | Sell |
25,808
-579
| -2% | -$49K | 0.24% | 86 |
|
|
2021
Q4 | $2.46M | Buy |
26,387
+5,348
| +25% | +$499K | 0.26% | 75 |
|
|
2021
Q3 | $1.65M | Buy |
21,039
+190
| +0.9% | +$14.9K | 0.22% | 90 |
|
|
2021
Q2 | $1.53M | Buy |
20,849
+2,565
| +14% | +$188K | 0.25% | 87 |
|
|
2021
Q1 | $1.38M | Buy |
18,284
+7,574
| +71% | +$572K | 0.28% | 87 |
|
|
2020
Q4 | $826K | Buy |
+10,710
| New | +$826K | 0.25% | 98 |
|