Beacon Financial Advisory’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
Q2 | – | Sell |
-2,500
| Closed | -$212K | – | 233 |
|
|
2022
Q1 | $212K | Sell |
2,500
-53
| -2% | -$4.49K | 0.1% | 224 |
|
|
2021
Q4 | $238K | Buy |
+2,553
| New | +$238K | 0.11% | 212 |
|
|
2021
Q2 | – | Sell |
-2,757
| Closed | -$208K | – | 232 |
|
|
2021
Q1 | $208K | Sell |
2,757
-123
| -4% | -$9.28K | 0.12% | 208 |
|
|
2020
Q4 | $222K | Buy |
+2,880
| New | +$222K | 0.14% | 178 |
|