Gyroscope Capital Management Group’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
Q3 | $226K | Buy |
3,938
+838
| +27% | +$48K | 0.05% | 195 |
|
|
2023
Q2 | $230K | Buy |
+3,100
| New | +$230K | 0.05% | 164 |
|
|
2019
Q1 | – | Sell |
-72,576
| Closed | -$3.15M | – | 142 |
|
|
2018
Q4 | $3.15M | Buy |
+72,576
| New | +$3.15M | 1.2% | 26 |
|
|
2017
Q2 | – | Sell |
-158,592
| Closed | -$5.09M | – | 127 |
|
|
2017
Q1 | $5.09M | Buy |
158,592
+8,312
| +6% | +$267K | 3.06% | 16 |
|
|
2016
Q4 | $4.49M | Buy |
150,280
+21,900
| +17% | +$654K | 3% | 14 |
|
|
2016
Q3 | $3.93M | Buy |
128,380
+7,136
| +6% | +$218K | 2.93% | 20 |
|
|
2016
Q2 | $3.95M | Buy |
+121,244
| New | +$3.95M | 3.21% | 11 |
|