Halpern Financial’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 | $87K | Buy |
1,018
+18
| +2% | +$1.54K | 0.02% | 72 |
|
|
2024
Q2 | $70.8K | Sell |
1,000
-965
| -49% | -$68.3K | 0.02% | 80 |
|
|
2024
Q1 | $123K | Sell |
1,965
-66
| -3% | -$4.13K | 0.04% | 60 |
|
|
2023
Q4 | $126K | Buy |
+2,031
| New | +$126K | 0.04% | 63 |
|
|
2021
Q3 | – | Sell |
-24
| Closed | -$1.76K | – | 278 |
|
|
2021
Q2 | $1.76K | Hold |
24
| – | – | ﹤0.01% | 225 |
|
|
2021
Q1 | $1.82K | Buy |
+24
| New | +$1.82K | ﹤0.01% | 224 |
|