Clarity Financial’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
Q1 | – | Sell |
-3,995
| Closed | -$243K | – | 121 |
|
|
2023
Q4 | $243K | Sell |
3,995
-1,059
| -21% | -$64.3K | 0.04% | 98 |
|
|
2023
Q3 | $290K | Sell |
5,054
-169,304
| -97% | -$9.7M | 0.05% | 92 |
|
|
2023
Q2 | $12.9M | Buy |
174,358
+162,208
| +1,335% | +$12M | 1.84% | 14 |
|
|
2023
Q1 | $937K | Sell |
12,150
-66,687
| -85% | -$5.14M | 3.46% | 7 |
|
|
2022
Q4 | $6.59M | Buy |
78,837
+13,357
| +20% | +$1.12M | 1.27% | 19 |
|
|
2022
Q3 | $5.13M | Sell |
65,480
-27,118
| -29% | -$2.13M | 1.2% | 24 |
|
|
2022
Q2 | $7.17M | Buy |
92,598
+11,189
| +14% | +$867K | 1.56% | 22 |
|
|
2022
Q1 | $6.9M | Buy |
81,409
+2,252
| +3% | +$191K | 1.4% | 24 |
|
|
2021
Q4 | $7.39M | Buy |
79,157
+305
| +0.4% | +$28.5K | 1.15% | 30 |
|
|
2021
Q3 | $6.19M | Buy |
78,852
+43,877
| +125% | +$3.44M | 1.01% | 28 |
|
|
2021
Q2 | $2.56M | Sell |
34,975
-25,199
| -42% | -$1.85M | 0.49% | 49 |
|
|
2021
Q1 | $4.55M | Buy |
+60,174
| New | +$4.55M | 0.92% | 31 |
|