Barden Capital 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
Q1 | – | Sell |
-9,921
| Closed | -$566K | – | 69 |
|
2023
Q4 | $566K | Hold |
9,921
| – | – | 0.46% | 60 |
|
2023
Q3 | $566K | Buy |
9,921
+358
| +4% | +$20.4K | 0.55% | 58 |
|
2023
Q2 | $710K | Buy |
9,563
+448
| +5% | +$33.2K | 0.78% | 54 |
|
2023
Q1 | $703K | Buy |
9,115
+139
| +2% | +$10.7K | 0.67% | 58 |
|
2022
Q4 | $750K | Buy |
8,976
+46
| +0.5% | +$3.85K | 0.77% | 53 |
|
2022
Q3 | $700K | Buy |
+8,930
| New | +$700K | 0.82% | 51 |
|