BIA
Benchmark Investment Advisors’s NextEra Energy, Inc. NEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-2,800
| Closed | -$208K | – | 89 |
|
|
2023
Q2 | $208K | Buy |
+2,800
| New | +$208K | 0.19% | 86 |
|
|
2023
Q1 | – | Sell |
-2,637
| Closed | -$220K | – | 94 |
|
|
2022
Q4 | $220K | Sell |
2,637
-17
| -0.6% | -$1.42K | 0.23% | 90 |
|
|
2022
Q3 | $208K | Sell |
2,654
-1,734
| -40% | -$136K | 0.22% | 89 |
|
|
2022
Q2 | $340K | Buy |
4,388
+912
| +26% | +$70.7K | 0.35% | 77 |
|
|
2022
Q1 | $294K | Buy |
3,476
+5
| +0.1% | +$423 | 0.22% | 111 |
|
|
2021
Q4 | $324K | Buy |
+3,471
| New | +$324K | 0.27% | 81 |
|