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Domani Wealth’s NextEra Energy, Inc. NEE Stock Holding History

Domani Wealth’s Portfolio NEE Stock Details NEE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q1 		$767K Hold
9,951
– – 0.18% 58
2022
Q4 		$832K Hold
9,951
– – 0.21% 53
2022
Q3 		$780K Hold
9,951
– – 0.23% 46
2022
Q2 		$771K Sell
9,951
-5,544
-36% -$430K 0.21% 49
2022
Q1 		$1.31M Sell
15,495
-32
-0.2% -$2.71K 0.28% 40
2021
Q4 		$1.45M Buy
15,527
+397
+3% +$37.1K 0.28% 38
2021
Q3 		$1.19M Hold
15,130
– – 0.25% 42
2021
Q2 		$1.11M Buy
15,130
+1,000
+7% +$73.3K 0.22% 44
2021
Q1 		$1.07M Buy
14,130
+1,050
+8% +$79.4K 0.21% 47
2020
Q4 		$1.01M Hold
13,080
– – 0.21% 45
2020
Q3 		$908K Buy
13,080
+1,128
+9% +$78.3K 0.2% 47
2020
Q2 		$718K Hold
11,952
– – 0.17% 54
2020
Q1 		$719K Buy
11,952
+2,716
+29% +$163K 0.19% 55
2019
Q4 		$559K Hold
9,236
– – 0.18% 58
2019
Q3 		$538K Buy
9,236
+156
+2% +$9.09K 0.2% 58
2019
Q2 		$465K Buy
9,080
+80
+0.9% +$4.1K 0.17% 60
2019
Q1 		$435K Hold
9,000
– – 0.18% 61
2018
Q4 		$391K Hold
9,000
– – 0.18% 63
2018
Q3 		$377K Hold
9,000
– – 0.16% 66
2018
Q2 		$376K Hold
9,000
– – 0.17% 69
2018
Q1 		$367K Hold
9,000
– – 0.16% 70
2017
Q4 		$351K Hold
9,000
– – 0.15% 72
2017
Q3 		$330K Hold
9,000
– – 0.14% 74
2017
Q2 		$315K Hold
9,000
– – 0.13% 74
2017
Q1 		$289K Hold
9,000
– – 0.12% 77
2016
Q4 		$269K Hold
9,000
– – 0.11% 83
2016
Q3 		$275K Hold
9,000
– – 0.1% 94
2016
Q2 		$293K Hold
9,000
– – 0.11% 88
2016
Q1 		$266K Sell
9,000
-1,500
-14% -$44.3K 0.1% 101
2015
Q4 		$273K Hold
10,500
– – 0.11% 100
2015
Q3 		$256K Hold
10,500
– – 0.14% 80
2015
Q2 		$257K Buy
10,500
+9,408
+862% +$230K 0.14% 77
2015
Q1 		$2.63K Buy
+1,092
New +$2.63K 0.04% 82