Briggs Advisory Group’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
Q2 | – | Sell |
-2,636
| Closed | -$203K | – | 57 |
|
|
2023
Q1 | $203K | Hold |
2,636
| – | – | 0.12% | 55 |
|
|
2022
Q4 | $220K | Hold |
2,636
| – | – | 0.14% | 52 |
|
|
2022
Q3 | $207K | Hold |
2,636
| – | – | 0.16% | 47 |
|
|
2022
Q2 | $204K | Hold |
2,636
| – | – | 0.15% | 51 |
|
|
2022
Q1 | $223K | Hold |
2,636
| – | – | 0.15% | 52 |
|
|
2021
Q4 | $246K | Buy |
+2,636
| New | +$246K | 0.17% | 49 |
|