Granite Bay Wealth Management’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
Q1 | – | Sell |
-55,390
| Closed | -$3.06M | – | 215 |
|
|
2023
Q4 | $3.06M | Sell |
55,390
-254,636
| -82% | -$14.1M | 0.03% | 141 |
|
|
2023
Q3 | $21.5M | Buy |
310,026
+305,089
| +6,180% | +$21.1M | 0.21% | 51 |
|
|
2023
Q2 | $366K | Buy |
4,937
+325
| +7% | +$24.1K | 0.34% | 36 |
|
|
2023
Q1 | $355K | Sell |
4,612
-60
| -1% | -$4.62K | 0.25% | 50 |
|
|
2022
Q4 | $391K | Buy |
4,672
+172
| +4% | +$14.4K | 0.26% | 42 |
|
|
2022
Q3 | $353K | Sell |
4,500
-281
| -6% | -$22K | 0.28% | 41 |
|
|
2022
Q2 | $370K | Buy |
4,781
+1
| +0% | +$77 | 0.29% | 36 |
|
|
2022
Q1 | $405K | Sell |
4,780
-11
| -0.2% | -$932 | 0.33% | 39 |
|
|
2021
Q4 | $447K | Buy |
+4,791
| New | +$447K | 0.44% | 32 |
|