Baron Financial Group’s NextEra Energy, Inc. NEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-612
| Closed | -$47.4K | – | 143 |
|
|
2022
Q2 | $47.4K | Buy |
612
+4
| +0.7% | +$310 | 0.03% | 86 |
|
|
2022
Q1 | $51.5K | Buy |
608
+3
| +0.5% | +$254 | 0.03% | 88 |
|
|
2021
Q4 | $56.5K | Buy |
605
+2
| +0.3% | +$187 | 0.03% | 85 |
|
|
2021
Q3 | $47.3K | Buy |
603
+3
| +0.5% | +$235 | 0.03% | 92 |
|
|
2021
Q2 | $44K | Buy |
600
+3
| +0.5% | +$220 | 0.03% | 94 |
|
|
2021
Q1 | $45.1K | Buy |
597
+3
| +0.5% | +$227 | 0.03% | 93 |
|
|
2020
Q4 | $45.8K | Buy |
594
+2
| +0.3% | +$154 | 0.04% | 89 |
|
|
2020
Q3 | $41.1K | Buy |
+592
| New | +$41.1K | 0.04% | 93 |
|