Core Wealth Advisors’s NextEra Energy, Inc. NEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-2,536
| Closed | -$214K | – | 62 |
|
|
2024
Q3 | $214K | Buy |
+2,536
| New | +$214K | 0.07% | 56 |
|
|
2024
Q2 | – | Sell |
-2,483
| Closed | -$159K | – | 173 |
|
|
2024
Q1 | $159K | Hold |
2,483
| – | – | 0.05% | 60 |
|
|
2023
Q4 | $151K | Buy |
2,483
+2,223
| +855% | +$135K | 0.06% | 54 |
|
|
2023
Q3 | $14.9K | Hold |
260
| – | – | 0.01% | 132 |
|
|
2023
Q2 | $19.3K | Buy |
260
+147
| +130% | +$10.9K | 0.01% | 117 |
|
|
2023
Q1 | $8.71K | Hold |
113
| – | – | ﹤0.01% | 165 |
|
|
2022
Q4 | $9.45K | Buy |
+113
| New | +$9.45K | ﹤0.01% | 167 |
|
|
2020
Q4 | – | Sell |
-8
| Closed | -$1K | – | 189 |
|
|
2020
Q3 | $1K | Buy |
+8
| New | +$1K | ﹤0.01% | 151 |
|