Carr Financial Group’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 |
-2,565
| Closed | -$217K | – | 191 |
|
|
2024
Q3 | $217K | Buy |
+2,565
| New | +$217K | 0.06% | 183 |
|
|
2024
Q1 | – | Sell |
-3,307
| Closed | -$201K | – | 183 |
|
|
2023
Q4 | $201K | Sell |
3,307
-786
| -19% | -$47.7K | 0.07% | 165 |
|
|
2023
Q3 | $243K | Buy |
4,093
+719
| +21% | +$42.7K | 0.1% | 149 |
|
|
2023
Q2 | $250K | Buy |
3,374
+89
| +3% | +$6.6K | 0.1% | 149 |
|
|
2023
Q1 | $253K | Buy |
3,285
+10
| +0.3% | +$771 | 0.11% | 144 |
|
|
2022
Q4 | $274K | Buy |
+3,275
| New | +$274K | 0.14% | 135 |
|