Blue Bell Private Wealth 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
Q4 | – | Sell |
-82
| Closed | -$6.89K | – | 695 |
|
|
2024
Q3 | $6.89K | Sell |
82
-332
| -80% | -$27.9K | ﹤0.01% | 549 |
|
|
2024
Q2 | $29.3K | Buy |
414
+60
| +17% | +$4.25K | 0.01% | 420 |
|
|
2024
Q1 | $22.6K | Buy |
354
+9
| +3% | +$575 | ﹤0.01% | 451 |
|
|
2023
Q4 | $20.9K | Buy |
345
+82
| +31% | +$4.97K | 0.01% | 424 |
|
|
2023
Q3 | $15.1K | Buy |
263
+49
| +23% | +$2.81K | ﹤0.01% | 389 |
|
|
2023
Q2 | $15.9K | Buy |
214
+114
| +114% | +$8.46K | ﹤0.01% | 374 |
|
|
2023
Q1 | $7.71K | Hold |
100
| – | – | ﹤0.01% | 411 |
|
|
2022
Q4 | $8.36K | Hold |
100
| – | – | ﹤0.01% | 393 |
|
|
2022
Q3 | $8K | Hold |
100
| – | – | ﹤0.01% | 395 |
|
|
2022
Q2 | $8K | Hold |
100
| – | – | ﹤0.01% | 421 |
|
|
2022
Q1 | $8K | Hold |
100
| – | – | ﹤0.01% | 464 |
|
|
2021
Q4 | $9K | Buy |
+100
| New | +$9K | ﹤0.01% | 419 |
|