Founders Financial Securities’s NextEra Energy, Inc. NEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-5,683
| Closed | -$480K | – | 458 |
|
|
2024
Q3 | $480K | Sell |
5,683
-3,698
| -39% | -$313K | 0.04% | 278 |
|
|
2024
Q2 | $664K | Buy |
9,381
+1,847
| +25% | +$131K | 0.06% | 238 |
|
|
2024
Q1 | $481K | Sell |
7,534
-881
| -10% | -$56.3K | 0.05% | 268 |
|
|
2023
Q4 | $511K | Buy |
8,415
+2,974
| +55% | +$181K | 0.06% | 242 |
|
|
2023
Q3 | $312K | Sell |
5,441
-611
| -10% | -$35K | 0.04% | 265 |
|
|
2023
Q2 | $449K | Buy |
6,052
+556
| +10% | +$41.3K | 0.06% | 225 |
|
|
2023
Q1 | $424K | Buy |
+5,496
| New | +$424K | 0.06% | 218 |
|
|
2022
Q2 | – | Sell |
-6,170
| Closed | -$523K | – | 288 |
|
|
2022
Q1 | $523K | Sell |
6,170
-313
| -5% | -$26.5K | 0.09% | 164 |
|
|
2021
Q4 | $605K | Sell |
6,483
-785
| -11% | -$73.3K | 0.11% | 151 |
|
|
2021
Q3 | $571K | Sell |
7,268
-1,162
| -14% | -$91.3K | 0.11% | 151 |
|
|
2021
Q2 | $618K | Buy |
8,430
+457
| +6% | +$33.5K | 0.12% | 152 |
|
|
2021
Q1 | $603K | Buy |
7,973
+1,536
| +24% | +$116K | 0.14% | 137 |
|
|
2020
Q4 | $497K | Buy |
6,437
+609
| +10% | +$47K | 0.12% | 128 |
|
|
2020
Q3 | $404K | Sell |
5,828
-2,368
| -29% | -$164K | 0.13% | 107 |
|
|
2020
Q2 | $529K | Buy |
8,196
+4,788
| +140% | +$309K | 0.17% | 98 |
|
|
2020
Q1 | $205K | Buy |
+3,408
| New | +$205K | 0.08% | 121 |
|