FOA
Five Oceans Advisors’s NextEra Energy, Inc. NEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-2,711
| Closed | -$229K | – | 192 |
|
|
2024
Q3 | $229K | Buy |
+2,711
| New | +$229K | 0.11% | 166 |
|
|
2023
Q3 | – | Sell |
-3,191
| Closed | -$237K | – | 156 |
|
|
2023
Q2 | $237K | Hold |
3,191
| – | – | 0.15% | 122 |
|
|
2023
Q1 | $246K | Hold |
3,191
| – | – | 0.16% | 119 |
|
|
2022
Q4 | $267K | Hold |
3,191
| – | – | 0.18% | 109 |
|
|
2022
Q3 | $250K | Hold |
3,191
| – | – | 0.2% | 99 |
|
|
2022
Q2 | $247K | Sell |
3,191
-15
| -0.5% | -$1.16K | 0.18% | 104 |
|
|
2022
Q1 | $272K | Sell |
3,206
-90
| -3% | -$7.64K | 0.24% | 82 |
|
|
2021
Q4 | $308K | Buy |
3,296
+1
| +0% | +$93 | 0.27% | 76 |
|
|
2021
Q3 | $259K | Buy |
+3,295
| New | +$259K | 0.3% | 71 |
|