Fairhaven 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $290K | Sell |
4,045
-257
| -6% | -$18.4K | 0.09% | 82 |
|
|
2024
Q3 | $364K | Sell |
4,302
-83
| -2% | -$7.02K | 0.11% | 78 |
|
|
2024
Q2 | $311K | Buy |
4,385
+93
| +2% | +$6.59K | 0.1% | 79 |
|
|
2024
Q1 | $274K | Sell |
4,292
-10
| -0.2% | -$639 | 0.09% | 93 |
|
|
2023
Q4 | $261K | Sell |
4,302
-266
| -6% | -$16.2K | 0.1% | 88 |
|
|
2023
Q3 | $262K | Sell |
4,568
-24
| -0.5% | -$1.38K | 0.1% | 86 |
|
|
2023
Q2 | $341K | Buy |
+4,592
| New | +$341K | 0.13% | 77 |
|
|
2022
Q4 | $394K | Sell |
4,712
-51
| -1% | -$4.26K | 0.17% | 61 |
|
|
2022
Q3 | $373K | Buy |
4,763
+31
| +0.7% | +$2.43K | 0.17% | 61 |
|
|
2022
Q2 | $367K | Sell |
4,732
-1,867
| -28% | -$145K | 0.17% | 61 |
|
|
2022
Q1 | $559K | Buy |
6,599
+56
| +0.9% | +$4.74K | 0.23% | 55 |
|
|
2021
Q4 | $611K | Hold |
6,543
| – | – | 0.24% | 52 |
|
|
2021
Q3 | $514K | Buy |
6,543
+420
| +7% | +$33K | 0.21% | 58 |
|
|
2021
Q2 | $449K | Hold |
6,123
| – | – | 0.18% | 61 |
|
|
2021
Q1 | $463K | Sell |
6,123
-630
| -9% | -$47.6K | 0.19% | 57 |
|
|
2020
Q4 | $521K | Buy |
6,753
+1,229
| +22% | +$94.8K | 0.23% | 57 |
|
|
2020
Q3 | $383K | Sell |
5,524
-180
| -3% | -$12.5K | 0.23% | 57 |
|
|
2020
Q2 | $342K | Sell |
5,704
-848
| -13% | -$50.8K | 0.23% | 59 |
|
|
2020
Q1 | $394K | Buy |
6,552
+2,104
| +47% | +$127K | 0.36% | 50 |
|
|
2019
Q4 | $269K | Hold |
4,448
| – | – | 0.22% | 58 |
|
|
2019
Q3 | $259K | Hold |
4,448
| – | – | 0.24% | 56 |
|
|
2019
Q2 | $228K | Sell |
4,448
-1,860
| -29% | -$95.3K | 0.21% | 66 |
|
|
2019
Q1 | $305K | Buy |
6,308
+120
| +2% | +$5.8K | 0.29% | 48 |
|
|
2018
Q4 | $269K | Buy |
+6,188
| New | +$269K | 0.26% | 50 |
|