Filbrandt 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $130K | Hold |
1,651
| – | – | 0.07% | 51 |
|
|
2021
Q2 | $121K | Sell |
1,651
-1
| -0.1% | -$73 | 0.07% | 54 |
|
|
2021
Q1 | $125K | Sell |
1,652
-304
| -16% | -$23K | 0.08% | 50 |
|
|
2020
Q4 | $151K | Hold |
1,956
| – | – | 0.1% | 38 |
|
|
2020
Q3 | $136K | Sell |
1,956
-68
| -3% | -$4.73K | 0.11% | 40 |
|
|
2020
Q2 | $122K | Buy |
2,024
+68
| +3% | +$4.1K | 0.1% | 59 |
|
|
2020
Q1 | $118K | Hold |
1,956
| – | – | 0.13% | 37 |
|
|
2019
Q4 | $118K | Buy |
+1,956
| New | +$118K | 0.1% | 42 |
|