Engrave Wealth Partners’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 | $374K | Buy |
6,163
+186
| +3% | +$11.3K | 0.11% | 55 |
|
|
2023
Q3 | $342K | Buy |
5,977
+192
| +3% | +$11K | 0.11% | 50 |
|
|
2023
Q2 | $429K | Sell |
5,785
-76
| -1% | -$5.64K | 0.14% | 42 |
|
|
2023
Q1 | $456K | Sell |
5,861
-41
| -0.7% | -$3.19K | 0.15% | 41 |
|
|
2022
Q4 | $495K | Buy |
+5,902
| New | +$495K | 0.17% | 43 |
|
|
2022
Q1 | – | Sell |
-2,214
| Closed | -$207K | – | 67 |
|
|
2021
Q4 | $207K | Sell |
2,214
-5,192
| -70% | -$485K | 0.06% | 65 |
|
|
2021
Q3 | $582K | Hold |
7,406
| – | – | 0.17% | 43 |
|
|
2021
Q2 | $543K | Buy |
+7,406
| New | +$543K | 0.16% | 48 |
|
|
2020
Q3 | – | Sell |
-3,072
| Closed | -$184K | – | 300 |
|
|
2020
Q2 | $184K | Sell |
3,072
-532
| -15% | -$31.9K | 0.16% | 53 |
|
|
2020
Q1 | $216K | Sell |
3,604
-284
| -7% | -$17K | 0.25% | 34 |
|
|
2019
Q4 | $235K | Buy |
+3,888
| New | +$235K | 0.23% | 40 |
|