Bridgeworth’s NextEra Energy, Inc. NEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $234K | Sell |
3,848
-35
| -0.9% | -$2.13K | 0.02% | 164 |
|
|
2023
Q3 | $222K | Sell |
3,883
-137
| -3% | -$7.85K | 0.02% | 152 |
|
|
2023
Q2 | $298K | Sell |
4,020
-145
| -3% | -$10.8K | 0.03% | 135 |
|
|
2023
Q1 | $321K | Sell |
4,165
-354
| -8% | -$27.3K | 0.04% | 121 |
|
|
2022
Q4 | $378K | Buy |
4,519
+354
| +8% | +$29.6K | 0.06% | 106 |
|
|
2022
Q3 | $327K | Sell |
4,165
-432
| -9% | -$33.9K | 0.08% | 102 |
|
|
2022
Q2 | $356K | Hold |
4,597
| – | – | 0.08% | 102 |
|
|
2022
Q1 | $389K | Sell |
4,597
-220
| -5% | -$18.6K | 0.09% | 99 |
|
|
2021
Q4 | $450K | Hold |
4,817
| – | – | 0.1% | 89 |
|
|
2021
Q3 | $378K | Buy |
4,817
+675
| +16% | +$53K | 0.11% | 93 |
|
|
2021
Q2 | $304K | Sell |
4,142
-625
| -13% | -$45.9K | 0.09% | 104 |
|
|
2021
Q1 | $360K | Buy |
4,767
+1,591
| +50% | +$120K | 0.11% | 87 |
|
|
2020
Q4 | $245K | Hold |
3,176
| – | – | 0.08% | 107 |
|
|
2020
Q3 | $220K | Sell |
3,176
-1,600
| -34% | -$111K | 0.08% | 111 |
|
|
2020
Q2 | $287K | Buy |
4,776
+184
| +4% | +$11.1K | 0.11% | 96 |
|
|
2020
Q1 | $276K | Hold |
4,592
| – | – | 0.13% | 93 |
|
|
2019
Q4 | $278K | Sell |
4,592
-180
| -4% | -$10.9K | 0.1% | 99 |
|
|
2019
Q3 | $278K | Hold |
4,772
| – | – | 0.11% | 97 |
|
|
2019
Q2 | $244K | Hold |
4,772
| – | – | 0.09% | 106 |
|
|
2019
Q1 | $230K | Sell |
4,772
-4,200
| -47% | -$202K | 0.09% | 115 |
|
|
2018
Q4 | $321K | Buy |
+8,972
| New | +$321K | 0.18% | 80 |
|
|
2018
Q3 | – | Sell |
-6,032
| Closed | -$251K | – | 398 |
|
|
2018
Q2 | $251K | Buy |
6,032
+416
| +7% | +$17.3K | 0.11% | 113 |
|
|
2018
Q1 | $230K | Buy |
+5,616
| New | +$230K | 0.11% | 131 |
|