Eaton Financial Holdings’s NextEra Energy, Inc. NEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-6,515
| Closed | -$551K | – | 66 |
|
|
2024
Q3 | $551K | Buy |
+6,515
| New | +$551K | 0.22% | 48 |
|
|
2024
Q1 | $423K | Sell |
6,615
-131,785
| -95% | -$8.42M | 0.22% | 49 |
|
|
2023
Q4 | $8.41M | Sell |
138,400
-6,009
| -4% | -$365K | 2.03% | 9 |
|
|
2023
Q3 | $8.27M | Buy |
144,409
+135,479
| +1,517% | +$7.76M | 2.22% | 6 |
|
|
2023
Q2 | $663K | Hold |
8,930
| – | – | 0.5% | 34 |
|
|
2023
Q1 | $688K | Buy |
8,930
+1,433
| +19% | +$110K | 0.54% | 29 |
|
|
2022
Q4 | $627K | Buy |
+7,497
| New | +$627K | 0.54% | 37 |
|