DI
Disciplined Investments’s NextEra Energy, Inc. NEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-607
| Closed | -$45K | – | 1041 |
|
|
2023
Q2 | $45K | Buy |
607
+7
| +1% | +$519 | 0.02% | 208 |
|
|
2023
Q1 | $46.2K | Sell |
600
-11
| -2% | -$848 | 0.02% | 233 |
|
|
2022
Q4 | $51.1K | Sell |
611
-12
| -2% | -$1K | 0.03% | 198 |
|
|
2022
Q3 | $49K | Buy |
623
+6
| +1% | +$472 | 0.02% | 223 |
|
|
2022
Q2 | $48K | Buy |
617
+12
| +2% | +$934 | 0.02% | 222 |
|
|
2022
Q1 | $51K | Buy |
605
+65
| +12% | +$5.48K | 0.02% | 219 |
|
|
2021
Q4 | $50K | Hold |
540
| – | – | 0.02% | 208 |
|
|
2021
Q3 | $42K | Hold |
540
| – | – | 0.02% | 212 |
|
|
2021
Q2 | $40K | Buy |
540
+140
| +35% | +$10.4K | 0.02% | 209 |
|
|
2021
Q1 | $30K | Hold |
400
| – | – | 0.02% | 206 |
|
|
2020
Q4 | $31K | Sell |
400
-137
| -26% | -$10.6K | 0.02% | 173 |
|
|
2020
Q3 | $149K | Hold |
537
| – | – | 0.11% | 98 |
|
|
2020
Q2 | $129K | Hold |
537
| – | – | 0.1% | 108 |
|
|
2020
Q1 | $129K | Sell |
537
-51
| -9% | -$12.3K | 0.12% | 102 |
|
|
2019
Q4 | $142K | Buy |
+588
| New | +$142K | 0.12% | 102 |
|