Goodwin Investment Advisory’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 |
-684
| Closed | -$57.2K | – | 169 |
|
|
2022
Q4 | $57.2K | Hold |
684
| – | – | 0.04% | 81 |
|
|
2022
Q3 | $54K | Sell |
684
-20
| -3% | -$1.58K | 0.04% | 80 |
|
|
2022
Q2 | $54.5K | Hold |
704
| – | – | 0.04% | 61 |
|
|
2022
Q1 | $60K | Sell |
704
-293
| -29% | -$25K | 0.04% | 71 |
|
|
2021
Q4 | $93K | Hold |
997
| – | – | 0.07% | 53 |
|
|
2021
Q3 | $78K | Hold |
997
| – | – | 0.08% | 49 |
|
|
2021
Q2 | $73K | Hold |
997
| – | – | 0.08% | 50 |
|
|
2021
Q1 | $75K | Buy |
+997
| New | +$75K | 0.09% | 45 |
|