Elmwood 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
Q4 | – | Sell |
-8,520
| Closed | -$488K | – | 113 |
|
|
2023
Q3 | $488K | Buy |
8,520
+25
| +0.3% | +$1.43K | 0.24% | 95 |
|
|
2023
Q2 | $630K | Sell |
8,495
-247
| -3% | -$18.3K | 0.29% | 86 |
|
|
2023
Q1 | $674K | Sell |
8,742
-528
| -6% | -$40.7K | 0.32% | 86 |
|
|
2022
Q4 | $775K | Sell |
9,270
-108
| -1% | -$9.03K | 0.39% | 83 |
|
|
2022
Q3 | $735K | Sell |
9,378
-1,265
| -12% | -$99.1K | 0.37% | 80 |
|
|
2022
Q2 | $824K | Sell |
10,643
-75
| -0.7% | -$5.81K | 0.47% | 73 |
|
|
2022
Q1 | $908K | Buy |
10,718
+2,310
| +27% | +$196K | 0.47% | 73 |
|
|
2021
Q4 | $785K | Buy |
+8,408
| New | +$785K | 0.37% | 78 |
|
|
2021
Q2 | $574K | Buy |
7,833
+75
| +1% | +$5.5K | 0.3% | 79 |
|
|
2021
Q1 | $587K | Buy |
+7,758
| New | +$587K | 0.36% | 75 |
|
|
2020
Q3 | $416K | Hold |
6,928
| – | – | 0.34% | 72 |
|
|
2020
Q2 | $416K | Buy |
6,928
+6,848
| +8,560% | +$411K | 0.34% | 72 |
|
|
2020
Q1 | $3.27K | Buy |
+80
| New | +$3.27K | ﹤0.01% | 236 |
|
|
2019
Q1 | – | Sell |
-80
| Closed | -$3K | – | 293 |
|
|
2018
Q4 | $3K | Hold |
80
| – | – | ﹤0.01% | 263 |
|
|
2018
Q3 | $3.35K | Hold |
80
| – | – | ﹤0.01% | 247 |
|
|
2018
Q2 | $3.34K | Hold |
80
| – | – | ﹤0.01% | 237 |
|
|
2018
Q1 | $3.27K | Buy |
+80
| New | +$3.27K | ﹤0.01% | 236 |
|