Financial Strategies Group’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 |
-5,338
| Closed | -$289K | – | 81 |
|
|
2023
Q3 | $289K | Hold |
5,338
| – | – | 0.09% | 67 |
|
|
2023
Q2 | $396K | Buy |
5,338
+31
| +0.6% | +$2.3K | 0.13% | 53 |
|
|
2023
Q1 | $409K | Buy |
5,307
+31
| +0.6% | +$2.39K | 0.16% | 56 |
|
|
2022
Q4 | $441K | Buy |
5,276
+9
| +0.2% | +$752 | 0.18% | 54 |
|
|
2022
Q3 | $413K | Buy |
5,267
+6
| +0.1% | +$470 | 0.19% | 56 |
|
|
2022
Q2 | $408K | Buy |
5,261
+34
| +0.7% | +$2.64K | 0.17% | 59 |
|
|
2022
Q1 | $443K | Buy |
5,227
+53
| +1% | +$4.49K | 0.18% | 59 |
|
|
2021
Q4 | $483K | Buy |
5,174
+21
| +0.4% | +$1.96K | 0.2% | 55 |
|
|
2021
Q3 | $405K | Sell |
5,153
-179
| -3% | -$14.1K | 0.18% | 55 |
|
|
2021
Q2 | $391K | Buy |
5,332
+225
| +4% | +$16.5K | 0.18% | 52 |
|
|
2021
Q1 | $386K | Buy |
5,107
+459
| +10% | +$34.7K | 0.2% | 45 |
|
|
2020
Q4 | $359K | Buy |
4,648
+24
| +0.5% | +$1.85K | 0.2% | 42 |
|
|
2020
Q3 | $321K | Buy |
4,624
+20
| +0.4% | +$1.39K | 0.22% | 40 |
|
|
2020
Q2 | $276K | Hold |
4,604
| – | – | 0.21% | 36 |
|
|
2020
Q1 | $277K | Hold |
4,604
| – | – | 0.25% | 31 |
|
|
2019
Q4 | $279K | Buy |
+4,604
| New | +$279K | 0.22% | 39 |
|