BFA
BMS Financial Advisors’s NextEra Energy, Inc. NEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $331K | Sell |
4,455
-1,906
| -30% | -$141K | 0.22% | 88 |
|
|
2023
Q1 | $490K | Buy |
6,361
+32
| +0.5% | +$2.47K | 0.34% | 72 |
|
|
2022
Q4 | $529K | Buy |
6,329
+103
| +2% | +$8.61K | 0.35% | 51 |
|
|
2022
Q3 | $488K | Sell |
6,226
-40
| -0.6% | -$3.14K | 0.34% | 60 |
|
|
2022
Q2 | $485K | Buy |
6,266
+133
| +2% | +$10.3K | 0.32% | 59 |
|
|
2022
Q1 | $520K | Buy |
6,133
+216
| +4% | +$18.3K | 0.33% | 62 |
|
|
2021
Q4 | $552K | Buy |
+5,917
| New | +$552K | 0.35% | 58 |
|