Broadleaf Partners’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 |
-2,400
| Closed | -$203K | – | 81 |
|
|
2024
Q3 | $203K | Buy |
+2,400
| New | +$203K | 0.05% | 79 |
|
|
2023
Q1 | – | Sell |
-2,400
| Closed | -$201K | – | 73 |
|
|
2022
Q4 | $201K | Buy |
+2,400
| New | +$201K | 0.08% | 72 |
|
|
2022
Q2 | – | Sell |
-2,400
| Closed | -$203K | – | 67 |
|
|
2022
Q1 | $203K | Hold |
2,400
| – | – | 0.07% | 68 |
|
|
2021
Q4 | $224K | Buy |
+2,400
| New | +$224K | 0.07% | 69 |
|