Camarda Financial Advisors’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
Q3 | – | Sell |
-31,315
| Closed | -$2.22M | – | 88 |
|
|
2024
Q2 | $2.22M | Buy |
+31,315
| New | +$2.22M | 0.87% | 33 |
|
|
2023
Q1 | – | Sell |
-13,515
| Closed | -$1.13M | – | 74 |
|
|
2022
Q4 | $1.13M | Buy |
13,515
+2,666
| +25% | +$223K | 1.14% | 29 |
|
|
2022
Q3 | $851K | Buy |
10,849
+981
| +10% | +$77K | 1% | 22 |
|
|
2022
Q2 | $764K | Sell |
9,868
-6,118
| -38% | -$474K | 0.76% | 27 |
|
|
2022
Q1 | $1.35M | Buy |
15,986
+9,682
| +154% | +$820K | 0.65% | 43 |
|
|
2021
Q4 | $589K | Buy |
+6,304
| New | +$589K | 0.33% | 51 |
|
|
2019
Q3 | – | Sell |
-2,104
| Closed | -$108K | – | 319 |
|
|
2019
Q2 | $108K | Sell |
2,104
-8
| -0.4% | -$411 | 0.21% | 50 |
|
|
2019
Q1 | $102K | Buy |
2,112
+1,112
| +111% | +$53.7K | 0.2% | 57 |
|
|
2018
Q4 | $43K | Sell |
1,000
-12,568
| -93% | -$540K | 0.05% | 87 |
|
|
2018
Q3 | $568K | Buy |
13,568
+896
| +7% | +$37.5K | 0.64% | 30 |
|
|
2018
Q2 | $529K | Buy |
12,672
+472
| +4% | +$19.7K | 0.56% | 38 |
|
|
2018
Q1 | $498K | Sell |
12,200
-800
| -6% | -$32.7K | 0.52% | 43 |
|
|
2017
Q4 | $508K | Sell |
13,000
-908
| -7% | -$35.5K | 0.61% | 42 |
|
|
2017
Q3 | $510K | Buy |
+13,908
| New | +$510K | 0.55% | 52 |
|
|
2017
Q1 | – | Sell |
-1,036
| Closed | -$31K | – | 226 |
|
|
2016
Q4 | $31K | Buy |
+1,036
| New | +$31K | 0.02% | 139 |
|
|
2013
Q3 | – | Sell |
-1,240
| Closed | -$25K | – | 180 |
|
|
2013
Q2 | $25K | Buy |
+1,240
| New | +$25K | 0.02% | 125 |
|