DFPG Investments’s NextEra Energy, Inc. NEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $519K | Buy |
8,372
+72
| +0.9% | +$4.46K | 0.04% | 395 |
|
|
2023
Q3 | $454K | Sell |
8,300
-2,098
| -20% | -$115K | 0.04% | 369 |
|
|
2023
Q2 | $750K | Buy |
10,398
+1,029
| +11% | +$74.2K | 0.07% | 285 |
|
|
2023
Q1 | $722K | Buy |
9,369
+941
| +11% | +$72.5K | 0.08% | 262 |
|
|
2022
Q4 | $716K | Buy |
+8,428
| New | +$716K | 0.12% | 196 |
|
|
2020
Q4 | – | Sell |
-2,744
| Closed | -$204K | – | 180 |
|
|
2020
Q3 | $204K | Buy |
+2,744
| New | +$204K | 0.11% | 156 |
|