Cassady Schiller Wealth Management’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 | $283K | Buy |
3,949
+163
| +4% | +$11.7K | 0.1% | 94 |
|
|
2024
Q3 | $320K | Hold |
3,786
| – | – | 0.12% | 87 |
|
|
2024
Q2 | $268K | Hold |
3,786
| – | – | 0.11% | 93 |
|
|
2024
Q1 | $242K | Sell |
3,786
-575
| -13% | -$36.7K | 0.11% | 104 |
|
|
2023
Q4 | $265K | Hold |
4,361
| – | – | 0.13% | 87 |
|
|
2023
Q3 | $250K | Buy |
4,361
+103
| +2% | +$5.9K | 0.14% | 84 |
|
|
2023
Q2 | $316K | Hold |
4,258
| – | – | 0.17% | 81 |
|
|
2023
Q1 | $328K | Sell |
4,258
-24
| -0.6% | -$1.85K | 0.15% | 78 |
|
|
2022
Q4 | $358K | Sell |
4,282
-829
| -16% | -$69.3K | 0.22% | 74 |
|
|
2022
Q3 | $401K | Buy |
5,111
+245
| +5% | +$19.2K | 0.23% | 70 |
|
|
2022
Q2 | $377K | Sell |
4,866
-16
| -0.3% | -$1.24K | 0.2% | 68 |
|
|
2022
Q1 | $414K | Buy |
4,882
+662
| +16% | +$56.1K | 0.2% | 72 |
|
|
2021
Q4 | $394K | Buy |
+4,220
| New | +$394K | 0.24% | 64 |
|