Carroll Investors’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
Q2 | – | Sell |
-13,640
| Closed | -$1.05M | – | 30 |
|
|
2023
Q1 | $1.05M | Sell |
13,640
-1,271
| -9% | -$97.5K | 0.85% | 22 |
|
|
2022
Q4 | $1.25M | Hold |
14,911
| – | – | 1.33% | 19 |
|
|
2022
Q3 | $1.19M | Buy |
14,911
+11,151
| +297% | +$887K | 0.96% | 17 |
|
|
2022
Q2 | $291K | Hold |
3,760
| – | – | 0.26% | 26 |
|
|
2022
Q1 | $318K | Hold |
3,760
| – | – | 0.2% | 27 |
|
|
2021
Q4 | $350K | Buy |
+3,760
| New | +$350K | 0.2% | 29 |
|