CWM
Chronos Wealth Management’s NextEra Energy, Inc. NEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-2,985
| Closed | -$221K | – | 37 |
|
|
2023
Q2 | $221K | Hold |
2,985
| – | – | 0.15% | 36 |
|
|
2023
Q1 | $230K | Buy |
2,985
+63
| +2% | +$4.86K | 0.17% | 35 |
|
|
2022
Q4 | $244K | Hold |
2,922
| – | – | 0.19% | 31 |
|
|
2022
Q3 | $229K | Sell |
2,922
-3,240
| -53% | -$254K | 0.19% | 32 |
|
|
2022
Q2 | $477K | Buy |
6,162
+50
| +0.8% | +$3.87K | 0.36% | 29 |
|
|
2022
Q1 | $518K | Hold |
6,112
| – | – | 0.33% | 30 |
|
|
2021
Q4 | $571K | Sell |
6,112
-557
| -8% | -$52K | 0.35% | 31 |
|
|
2021
Q3 | $524K | Buy |
6,669
+100
| +2% | +$7.86K | 0.36% | 32 |
|
|
2021
Q2 | $481K | Buy |
6,569
+937
| +17% | +$68.6K | 0.33% | 33 |
|
|
2021
Q1 | $426K | Hold |
5,632
| – | – | 0.32% | 33 |
|
|
2020
Q4 | $435K | Buy |
5,632
+4,224
| +300% | +$326K | 0.36% | 31 |
|
|
2020
Q3 | $391K | Buy |
1,408
+75
| +6% | +$20.8K | 0.35% | 29 |
|
|
2020
Q2 | $320K | Buy |
1,333
+248
| +23% | +$59.5K | 0.31% | 32 |
|
|
2020
Q1 | $261K | Sell |
1,085
-550
| -34% | -$132K | 0.3% | 33 |
|
|
2019
Q4 | $396K | Buy |
+1,635
| New | +$396K | 0.39% | 32 |
|