Balboa Wealth Partners’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 | – | Sell |
-8,747
| Closed | -$739K | – | 370 |
|
|
2024
Q3 | $739K | Sell |
8,747
-607
| -6% | -$51.3K | 0.18% | 103 |
|
|
2024
Q2 | $662K | Buy |
9,354
+1,194
| +15% | +$84.5K | 0.17% | 104 |
|
|
2024
Q1 | $521K | Sell |
8,160
-1,520
| -16% | -$97.1K | 0.15% | 117 |
|
|
2023
Q4 | $588K | Buy |
9,680
+354
| +4% | +$21.5K | 0.2% | 98 |
|
|
2023
Q3 | $534K | Buy |
9,326
+5,849
| +168% | +$335K | 0.2% | 92 |
|
|
2023
Q2 | $258K | Buy |
3,477
+211
| +6% | +$15.7K | 0.09% | 184 |
|
|
2023
Q1 | $252K | Buy |
3,266
+474
| +17% | +$36.5K | 0.1% | 187 |
|
|
2022
Q4 | $233K | Sell |
2,792
-332
| -11% | -$27.8K | 0.11% | 193 |
|
|
2022
Q3 | $245K | Buy |
+3,124
| New | +$245K | 0.11% | 169 |
|