CCG 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-5,809
| Closed | -$486K | – | 91 |
|
|
2022
Q4 | $486K | Buy |
5,809
+205
| +4% | +$17.1K | 0.27% | 41 |
|
|
2022
Q3 | $439K | Buy |
5,604
+379
| +7% | +$29.7K | 0.27% | 41 |
|
|
2022
Q2 | $405K | Buy |
5,225
+41
| +0.8% | +$3.18K | 0.23% | 51 |
|
|
2022
Q1 | $439K | Buy |
5,184
+1,822
| +54% | +$154K | 0.22% | 59 |
|
|
2021
Q4 | $314K | Buy |
3,362
+3
| +0.1% | +$280 | 0.16% | 58 |
|
|
2021
Q3 | $264K | Buy |
3,359
+530
| +19% | +$41.7K | 0.15% | 77 |
|
|
2021
Q2 | $207K | Sell |
2,829
-163
| -5% | -$11.9K | 0.16% | 78 |
|
|
2021
Q1 | $226K | Sell |
2,992
-9
| -0.3% | -$680 | 0.22% | 64 |
|
|
2020
Q4 | $232K | Buy |
3,001
+61
| +2% | +$4.72K | 0.24% | 65 |
|
|
2020
Q3 | $204K | Sell |
2,940
-600
| -17% | -$41.6K | 0.19% | 55 |
|
|
2020
Q2 | $213K | Sell |
3,540
-212
| -6% | -$12.8K | 0.2% | 50 |
|
|
2020
Q1 | $226K | Sell |
3,752
-44
| -1% | -$2.65K | 0.22% | 51 |
|
|
2019
Q4 | $230K | Buy |
3,796
+356
| +10% | +$21.6K | 0.15% | 84 |
|
|
2019
Q3 | $200K | Buy |
+3,440
| New | +$200K | 0.14% | 84 |
|