DJYG
David J. Yvars Group’s NextEra Energy, Inc. NEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-2,600
| Closed | -$220K | – | 84 |
|
|
2024
Q3 | $220K | Buy |
+2,600
| New | +$220K | 0.14% | 69 |
|
|
2023
Q2 | – | Sell |
-2,600
| Closed | -$200K | – | 84 |
|
|
2023
Q1 | $200K | Hold |
2,600
| – | – | 0.18% | 68 |
|
|
2022
Q4 | $217K | Hold |
2,600
| – | – | 0.27% | 55 |
|
|
2022
Q3 | $204K | Hold |
2,600
| – | – | 0.23% | 57 |
|
|
2022
Q2 | $209K | Hold |
2,600
| – | – | 0.28% | 54 |
|
|
2022
Q1 | $220K | Hold |
2,600
| – | – | 0.15% | 71 |
|
|
2021
Q4 | $243K | Hold |
2,600
| – | – | 0.15% | 70 |
|
|
2021
Q3 | $206K | Buy |
+2,600
| New | +$206K | 0.12% | 80 |
|
|
2021
Q1 | – | Sell |
-2,600
| Closed | -$201K | – | 86 |
|
|
2020
Q4 | $201K | Buy |
+2,600
| New | +$201K | 0.14% | 76 |
|