DCM Advisors’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
Q4 | – | Sell |
-4,919
| Closed | -$386K | – | 136 |
|
|
2022
Q3 | $386K | Buy |
4,919
+206
| +4% | +$16.2K | 0.19% | 116 |
|
|
2022
Q2 | $365K | Sell |
4,713
-722
| -13% | -$55.9K | 0.16% | 132 |
|
|
2022
Q1 | $460K | Sell |
5,435
-3,024
| -36% | -$256K | 0.16% | 129 |
|
|
2021
Q4 | $790K | Buy |
+8,459
| New | +$790K | 0.23% | 107 |
|
|
2021
Q1 | – | Sell |
-24,928
| Closed | -$1.92M | – | 265 |
|
|
2020
Q4 | $1.92M | Buy |
+24,928
| New | +$1.92M | 1.12% | 15 |
|