First Trust Direct Indexing’s NextEra Energy NEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
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|
2024
Q3 | $7.29M | Buy |
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|
2024
Q2 | $5.58M | Buy |
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|
2024
Q1 | $4.11M | Buy |
|
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|
2023
Q4 | $3.85M | Buy |
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|
2023
Q3 | $3.23M | Buy |
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|
2023
Q2 | $4.18M | Buy |
|
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|
2023
Q1 | $4.31M | Sell |
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|
2022
Q4 | $4.85M | Sell |
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|
2022
Q3 | $4.59M | Buy |
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|
2022
Q2 | $4.49M | Buy |
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|
2022
Q1 | $4.59M | Buy |
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|
2021
Q4 | $4.65M | Sell |
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|
2021
Q3 | $3.92M | Buy |
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|
2021
Q2 | $3.46M | Buy |
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|
2021
Q1 | $1.67M | Buy |
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|
2020
Q4 | $1.49M | Buy |
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