Capstone 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-2,427
| Closed | -$203K | – | 144 |
|
|
2022
Q4 | $203K | Buy |
+2,427
| New | +$203K | 0.02% | 116 |
|
|
2022
Q2 | – | Sell |
-2,487
| Closed | -$211K | – | 148 |
|
|
2022
Q1 | $211K | Sell |
2,487
-210
| -8% | -$17.8K | 0.02% | 117 |
|
|
2021
Q4 | $252K | Hold |
2,697
| – | – | 0.02% | 108 |
|
|
2021
Q3 | $212K | Buy |
+2,697
| New | +$212K | 0.02% | 123 |
|
|
2021
Q1 | – | Sell |
-2,816
| Closed | -$217K | – | 138 |
|
|
2020
Q4 | $217K | Sell |
2,816
-88
| -3% | -$6.78K | 0.02% | 100 |
|
|
2020
Q3 | $201K | Buy |
+2,904
| New | +$201K | 0.02% | 94 |
|