Cherry Creek Investment 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
Q2 | – | Sell |
-2,648
| Closed | -$204K | – | 96 |
|
|
2023
Q1 | $204K | Buy |
2,648
+16
| +0.6% | +$1.23K | 0.15% | 89 |
|
|
2022
Q4 | $220K | Sell |
2,632
-201
| -7% | -$16.8K | 0.17% | 80 |
|
|
2022
Q3 | $222K | Buy |
2,833
+49
| +2% | +$3.84K | 0.18% | 81 |
|
|
2022
Q2 | $216K | Buy |
2,784
+52
| +2% | +$4.03K | 0.17% | 81 |
|
|
2022
Q1 | $231K | Buy |
2,732
+150
| +6% | +$12.7K | 0.15% | 92 |
|
|
2021
Q4 | $241K | Buy |
+2,582
| New | +$241K | 0.15% | 96 |
|