Fort Point Capital Partners’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
Q1 | – | Sell |
-2,554
| Closed | -$214K | – | 271 |
|
|
2022
Q4 | $214K | Sell |
2,554
-1,170
| -31% | -$97.8K | 0.03% | 241 |
|
|
2022
Q3 | $292K | Buy |
3,724
+74
| +2% | +$5.8K | 0.05% | 203 |
|
|
2022
Q2 | $283K | Sell |
3,650
-80
| -2% | -$6.2K | 0.05% | 218 |
|
|
2022
Q1 | $316K | Sell |
3,730
-883
| -19% | -$74.8K | 0.04% | 219 |
|
|
2021
Q4 | $431K | Buy |
4,613
+103
| +2% | +$9.62K | 0.06% | 176 |
|
|
2021
Q3 | $354K | Buy |
+4,510
| New | +$354K | 0.05% | 173 |
|