Capital Wealth Planning’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 |
-2,530
| Closed | -$214K | – | 149 |
|
|
2024
Q3 | $214K | Buy |
+2,530
| New | +$214K | ﹤0.01% | 129 |
|
|
2024
Q2 | – | Sell |
-6,654
| Closed | -$425K | – | 140 |
|
|
2024
Q1 | $425K | Buy |
6,654
+165
| +3% | +$10.5K | ﹤0.01% | 113 |
|
|
2023
Q4 | $394K | Sell |
6,489
-3,996
| -38% | -$243K | ﹤0.01% | 117 |
|
|
2023
Q3 | $601K | Buy |
10,485
+3
| +0% | +$172 | 0.01% | 97 |
|
|
2023
Q2 | $778K | Buy |
10,482
+3
| +0% | +$223 | 0.01% | 62 |
|
|
2023
Q1 | $808K | Sell |
10,479
-41
| -0.4% | -$3.16K | 0.01% | 57 |
|
|
2022
Q4 | $879K | Buy |
+10,520
| New | +$879K | 0.01% | 60 |
|
|
2020
Q2 | – | Sell |
-18,796
| Closed | -$1.13M | – | 161 |
|
|
2020
Q1 | $1.13M | Buy |
18,796
+3,760
| +25% | +$226K | 0.07% | 65 |
|
|
2019
Q4 | $910K | Buy |
15,036
+7,840
| +109% | +$474K | 0.05% | 88 |
|
|
2019
Q3 | $427K | Buy |
7,196
+164
| +2% | +$9.73K | 0.03% | 152 |
|
|
2019
Q2 | $360K | Buy |
+7,032
| New | +$360K | 0.03% | 159 |
|
|
2018
Q4 | – | Sell |
-10,400
| Closed | -$436K | – | 92 |
|
|
2018
Q3 | $436K | Hold |
10,400
| – | – | 0.3% | 43 |
|
|
2018
Q2 | $434K | Hold |
10,400
| – | – | 0.3% | 48 |
|
|
2018
Q1 | $425K | Buy |
+10,400
| New | +$425K | 0.3% | 44 |
|
|
2017
Q4 | – | Sell |
-10,400
| Closed | -$381K | – | 136 |
|
|
2017
Q3 | $381K | Sell |
10,400
-420
| -4% | -$15.4K | 0.3% | 47 |
|
|
2017
Q2 | $379K | Buy |
10,820
+420
| +4% | +$14.7K | 0.06% | 74 |
|
|
2017
Q1 | $334K | Hold |
10,400
| – | – | 0.28% | 42 |
|
|
2016
Q4 | $311K | Hold |
10,400
| – | – | 0.27% | 48 |
|
|
2016
Q3 | $318K | Hold |
10,400
| – | – | 0.25% | 51 |
|
|
2016
Q2 | $337K | Hold |
10,400
| – | – | 0.25% | 56 |
|
|
2016
Q1 | $308K | Hold |
10,400
| – | – | 0.22% | 54 |
|
|
2015
Q4 | $270K | Hold |
10,400
| – | – | 0.25% | 64 |
|
|
2015
Q3 | $251K | Hold |
10,400
| – | – | 0.2% | 68 |
|
|
2015
Q2 | $255K | Hold |
10,400
| – | – | 0.15% | 88 |
|
|
2015
Q1 | $271K | Hold |
10,400
| – | – | 0.14% | 89 |
|
|
2014
Q4 | $276K | Hold |
10,400
| – | – | 0.13% | 90 |
|
|
2014
Q3 | $244K | Hold |
10,400
| – | – | 0.1% | 103 |
|
|
2014
Q2 | $266K | Hold |
10,400
| – | – | 0.1% | 106 |
|
|
2014
Q1 | $249K | Buy |
+10,400
| New | +$249K | 0.11% | 104 |
|