First Command Financial Services’s NextEra Energy, Inc. NEE Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2023
Q2
$776K Sell
10,454
-276
-3% -$20.5K 0.07% 66
2023
Q1
$827K Sell
10,730
-1,879
-15% -$145K 0.08% 61
2022
Q4
$1.05M Sell
12,609
-50
-0.4% -$4.18K 0.13% 43
2022
Q3
$993K Sell
12,659
-380
-3% -$29.8K 0.14% 38
2022
Q2
$1.01M Buy
13,039
+829
+7% +$64.2K 0.15% 41
2022
Q1
$1.03M Sell
12,210
-2,069
-14% -$175K 0.14% 52
2021
Q4
$1.33M Sell
14,279
-201
-1% -$18.8K 0.2% 36
2021
Q3
$1.14M Sell
14,480
-1,443
-9% -$113K 0.2% 43
2021
Q2
$1.17M Buy
15,923
+2,012
+14% +$147K 0.13% 44
2021
Q1
$1.05M Sell
13,911
-1,437
-9% -$109K 0.23% 42
2020
Q4
$1.18M Sell
15,348
-176
-1% -$13.6K 0.29% 35
2020
Q3
$1.08M Buy
15,524
+404
+3% +$28K 0.31% 34
2020
Q2
$908K Buy
15,120
+856
+6% +$51.4K 0.29% 35
2020
Q1
$858K Buy
14,264
+2,140
+18% +$129K 0.47% 33
2019
Q4
$734K Hold
12,124
0.35% 48
2019
Q3
$706K Buy
12,124
+400
+3% +$23.3K 0.36% 41
2019
Q2
$601K Sell
11,724
-152
-1% -$7.79K 0.3% 49
2019
Q1
$574K Buy
11,876
+1,668
+16% +$80.6K 0.29% 49
2018
Q4
$444K Buy
10,208
+84
+0.8% +$3.65K 0.23% 57
2018
Q3
$424K Sell
10,124
-160
-2% -$6.7K 0.12% 81
2018
Q2
$429K Sell
10,284
-104
-1% -$4.34K 0.13% 73
2018
Q1
$425K Sell
10,388
-428
-4% -$17.5K 0.02% 70
2017
Q4
$422K Sell
10,816
-972
-8% -$37.9K 0.24% 61
2017
Q3
$432K Buy
11,788
+516
+5% +$18.9K 0.27% 57
2017
Q2
$395K Buy
11,272
+756
+7% +$26.5K 0.26% 63
2017
Q1
$338K Hold
10,516
0.24% 68
2016
Q4
$314K Buy
+10,516
New +$314K 0.25% 67