Capital Advisory Group Advisory Services’s NextEra Energy, Inc. NEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-181
| Closed | -$14K | – | 372 |
|
|
2021
Q3 | $14K | Sell |
181
-1,337
| -88% | -$103K | 0.01% | 365 |
|
|
2021
Q2 | $111K | Sell |
1,518
-10,262
| -87% | -$750K | 0.04% | 225 |
|
|
2021
Q1 | $891K | Buy |
11,780
+3,121
| +36% | +$236K | 0.35% | 75 |
|
|
2020
Q4 | $668K | Buy |
8,659
+8,563
| +8,920% | +$661K | 0.28% | 82 |
|
|
2020
Q3 | $7K | Sell |
96
-20
| -17% | -$1.46K | ﹤0.01% | 352 |
|
|
2020
Q2 | $7K | Hold |
116
| – | – | ﹤0.01% | 340 |
|
|
2020
Q1 | $7K | Buy |
+116
| New | +$7K | 0.01% | 274 |
|