Collective Family Office’s NextEra Energy, Inc. NEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-3,721
| Closed | -$288K | – | 189 |
|
|
2022
Q2 | $288K | Sell |
3,721
-21
| -0.6% | -$1.63K | 0.12% | 152 |
|
|
2022
Q1 | $317K | Sell |
3,742
-15
| -0.4% | -$1.27K | 0.12% | 150 |
|
|
2021
Q4 | $351K | Buy |
3,757
+213
| +6% | +$19.9K | 0.14% | 137 |
|
|
2021
Q3 | $278K | Buy |
3,544
+36
| +1% | +$2.82K | 0.12% | 145 |
|
|
2021
Q2 | $257K | Hold |
3,508
| – | – | 0.11% | 151 |
|
|
2021
Q1 | $265K | Buy |
3,508
+320
| +10% | +$24.2K | 0.13% | 143 |
|
|
2020
Q4 | $246K | Buy |
+3,188
| New | +$246K | 0.14% | 141 |
|