Curi Wealth Management’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 |
-8,229
| Closed | -$500K | – | 93 |
|
|
2023
Q4 | $500K | Sell |
8,229
-65
| -0.8% | -$3.95K | 0.07% | 88 |
|
|
2023
Q3 | $475K | Sell |
8,294
-209
| -2% | -$12K | 0.07% | 88 |
|
|
2023
Q2 | $631K | Sell |
8,503
-638
| -7% | -$47.3K | 0.09% | 86 |
|
|
2023
Q1 | $705K | Sell |
9,141
-380
| -4% | -$29.3K | 0.1% | 89 |
|
|
2022
Q4 | $796K | Buy |
9,521
+95
| +1% | +$7.94K | 0.11% | 98 |
|
|
2022
Q3 | $739K | Buy |
9,426
+3,104
| +49% | +$243K | 0.12% | 86 |
|
|
2022
Q2 | $490K | Buy |
6,322
+3,043
| +93% | +$236K | 0.09% | 64 |
|
|
2022
Q1 | $277K | Sell |
3,279
-35
| -1% | -$2.96K | 0.05% | 91 |
|
|
2021
Q4 | $309K | Buy |
3,314
+9
| +0.3% | +$839 | 0.05% | 87 |
|
|
2021
Q3 | $259K | Sell |
3,305
-216
| -6% | -$16.9K | 0.12% | 76 |
|
|
2021
Q2 | $258K | Buy |
3,521
+13
| +0.4% | +$953 | 0.13% | 78 |
|
|
2021
Q1 | $265K | Buy |
3,508
+629
| +22% | +$47.5K | 0.17% | 72 |
|
|
2020
Q4 | $222K | Buy |
+2,879
| New | +$222K | 0.16% | 76 |
|