Braun-Bostich & Associates’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
Q1 | – | Sell |
-4,299
| Closed | -$355K | – | 121 |
|
|
2021
Q4 | $355K | Buy |
+4,299
| New | +$355K | 0.08% | 74 |
|
|
2020
Q4 | – | Sell |
-5,120
| Closed | -$355K | – | 159 |
|
|
2020
Q3 | $355K | Sell |
5,120
-4,384
| -46% | -$304K | 0.35% | 38 |
|
|
2020
Q2 | $571K | Buy |
9,504
+52
| +0.6% | +$3.12K | 0.56% | 27 |
|
|
2020
Q1 | $516K | Sell |
9,452
-1,244
| -12% | -$67.9K | 0.66% | 28 |
|
|
2019
Q4 | $638K | Buy |
10,696
+1,476
| +16% | +$88K | 0.63% | 30 |
|
|
2019
Q3 | $537K | Buy |
9,220
+916
| +11% | +$53.4K | 0.62% | 28 |
|
|
2019
Q2 | $425K | Buy |
8,304
+1,276
| +18% | +$65.3K | 0.44% | 40 |
|
|
2019
Q1 | $340K | Buy |
7,028
+1,380
| +24% | +$66.8K | 0.35% | 73 |
|
|
2018
Q4 | $245K | Buy |
5,648
+404
| +8% | +$17.5K | 0.26% | 92 |
|
|
2018
Q3 | $220K | Buy |
5,244
+1,784
| +52% | +$74.8K | 0.21% | 96 |
|
|
2018
Q2 | $144K | Buy |
3,460
+2,876
| +492% | +$120K | 0.14% | 107 |
|
|
2018
Q1 | $24K | Buy |
+584
| New | +$24K | 0.02% | 209 |
|