FTDI
First Trust Direct Indexing’s NextEra Energy, Inc. NEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-86,270
| Closed | -$7.29M | – | 592 |
|
|
2024
Q3 | $7.29M | Buy |
86,270
+7,407
| +9% | +$626K | 0.39% | 37 |
|
|
2024
Q2 | $5.58M | Buy |
78,863
+14,476
| +22% | +$1.03M | 0.35% | 46 |
|
|
2024
Q1 | $4.11M | Buy |
64,387
+928
| +1% | +$59.3K | 0.31% | 59 |
|
|
2023
Q4 | $3.85M | Buy |
63,459
+7,069
| +13% | +$429K | 0.35% | 49 |
|
|
2023
Q3 | $3.23M | Buy |
56,390
+89
| +0.2% | +$5.1K | 0.37% | 42 |
|
|
2023
Q2 | $4.18M | Buy |
56,301
+393
| +0.7% | +$29.2K | 0.47% | 31 |
|
|
2023
Q1 | $4.31M | Sell |
55,908
-2,079
| -4% | -$160K | 0.51% | 27 |
|
|
2022
Q4 | $4.85M | Sell |
57,987
-556
| -0.9% | -$46.5K | 0.64% | 19 |
|
|
2022
Q3 | $4.59M | Buy |
58,543
+523
| +0.9% | +$41K | 0.67% | 19 |
|
|
2022
Q2 | $4.49M | Buy |
58,020
+3,810
| +7% | +$295K | 0.63% | 22 |
|
|
2022
Q1 | $4.59M | Buy |
54,210
+4,377
| +9% | +$371K | 0.56% | 26 |
|
|
2021
Q4 | $4.65M | Sell |
49,833
-97
| -0.2% | -$9.06K | 0.6% | 23 |
|
|
2021
Q3 | $3.92M | Buy |
49,930
+2,650
| +6% | +$208K | 0.56% | 27 |
|
|
2021
Q2 | $3.47M | Buy |
47,280
+25,153
| +114% | +$1.84M | 0.52% | 26 |
|
|
2021
Q1 | $1.67M | Buy |
22,127
+2,811
| +15% | +$213K | 0.45% | 41 |
|
|
2020
Q4 | $1.49M | Buy |
+19,316
| New | +$1.49M | 0.4% | 43 |
|