Elite Wealth Management’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
Q2 | – | Sell |
-5,650
| Closed | -$435K | – | 54 |
|
|
2023
Q1 | $435K | Sell |
5,650
-33
| -0.6% | -$2.54K | 0.03% | 40 |
|
|
2022
Q4 | $475K | Sell |
5,683
-86
| -1% | -$7.19K | 0.04% | 37 |
|
|
2022
Q3 | $452K | Sell |
5,769
-245
| -4% | -$19.2K | 0.04% | 36 |
|
|
2022
Q2 | $466K | Sell |
6,014
-251
| -4% | -$19.4K | 0.07% | 37 |
|
|
2022
Q1 | $531K | Sell |
6,265
-77
| -1% | -$6.53K | 0.09% | 38 |
|
|
2021
Q4 | $592K | Sell |
6,342
-836
| -12% | -$78K | 0.08% | 36 |
|
|
2021
Q3 | $564K | Sell |
7,178
-278
| -4% | -$21.8K | 0.11% | 39 |
|
|
2021
Q2 | $546 | Buy |
7,456
+583
| +8% | +$43 | 0.05% | 38 |
|
|
2021
Q1 | $520 | Buy |
6,873
+2,794
| +68% | +$211 | 0.07% | 38 |
|
|
2020
Q4 | $315K | Buy |
4,079
+71
| +2% | +$5.48K | 0.04% | 41 |
|
|
2020
Q3 | $278K | Buy |
4,008
+588
| +17% | +$40.8K | 0.04% | 36 |
|
|
2020
Q2 | $205K | Buy |
+3,420
| New | +$205K | 0.06% | 37 |
|
|
2014
Q4 | – | Sell |
-800
| Closed | -$19K | – | 340 |
|
|
2014
Q3 | $19K | Hold |
800
| – | – | 0.02% | 174 |
|
|
2014
Q2 | $20K | Hold |
800
| – | – | 0.02% | 177 |
|
|
2014
Q1 | $19K | Sell |
800
-1,344
| -63% | -$31.9K | 0.02% | 195 |
|
|
2013
Q4 | $46K | Buy |
2,144
+1,344
| +168% | +$28.8K | 0.03% | 165 |
|
|
2013
Q3 | $16K | Hold |
800
| – | – | 0.01% | 266 |
|
|
2013
Q2 | $16K | Buy |
+800
| New | +$16K | 0.02% | 192 |
|