Full Sail Capital’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
Q3 | – | Sell |
-3,577
| Closed | -$253K | – | 170 |
|
|
2024
Q2 | $253K | Sell |
3,577
-298
| -8% | -$21.1K | 0.02% | 152 |
|
|
2024
Q1 | $248K | Sell |
3,875
-16
| -0.4% | -$1.02K | 0.02% | 151 |
|
|
2023
Q4 | $236K | Sell |
3,891
-2,987
| -43% | -$181K | 0.02% | 150 |
|
|
2023
Q3 | $394K | Buy |
6,878
+21
| +0.3% | +$1.2K | 0.03% | 120 |
|
|
2023
Q2 | $509K | Sell |
6,857
-161
| -2% | -$11.9K | 0.04% | 110 |
|
|
2023
Q1 | $541K | Sell |
7,018
-35
| -0.5% | -$2.7K | 0.05% | 105 |
|
|
2022
Q4 | $590K | Buy |
7,053
+4,190
| +146% | +$350K | 0.06% | 97 |
|
|
2022
Q3 | $224K | Sell |
2,863
-306
| -10% | -$23.9K | 0.02% | 126 |
|
|
2022
Q2 | $245K | Sell |
3,169
-78
| -2% | -$6.03K | 0.02% | 129 |
|
|
2022
Q1 | $275K | Hold |
3,247
| – | – | 0.02% | 132 |
|
|
2021
Q4 | $244K | Sell |
3,247
-892
| -22% | -$67K | 0.02% | 144 |
|
|
2021
Q3 | $325K | Sell |
4,139
-19
| -0.5% | -$1.49K | 0.03% | 122 |
|
|
2021
Q2 | $305K | Sell |
4,158
-34
| -0.8% | -$2.49K | 0.03% | 122 |
|
|
2021
Q1 | $325K | Hold |
4,192
| – | – | 0.03% | 125 |
|
|
2020
Q4 | $357K | Sell |
4,192
-12,576
| -75% | -$1.07M | 0.04% | 112 |
|
|
2020
Q3 | $313K | Buy |
16,768
+12,552
| +298% | +$234K | 0.04% | 106 |
|
|
2020
Q2 | $299K | Sell |
4,216
-1,224
| -23% | -$86.8K | 0.04% | 121 |
|
|
2020
Q1 | $312K | Buy |
5,440
+152
| +3% | +$8.72K | 0.06% | 118 |
|
|
2019
Q4 | $357K | Hold |
5,288
| – | – | 0.07% | 131 |
|
|
2019
Q3 | $301K | Buy |
+5,288
| New | +$301K | 0.07% | 137 |
|
|
2019
Q1 | – | Sell |
-5,812
| Closed | -$253K | – | 153 |
|
|
2018
Q4 | $253K | Buy |
+5,812
| New | +$253K | 0.12% | 102 |
|