Harvest Group 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-665
| Closed | -$51K | – | 463 |
|
|
2020
Q4 | $51K | Buy |
665
+65
| +11% | +$4.99K | 0.03% | 107 |
|
|
2020
Q3 | $42K | Sell |
600
-1,800
| -75% | -$126K | 0.03% | 104 |
|
|
2020
Q2 | $144K | Sell |
2,400
-220
| -8% | -$13.2K | 0.12% | 43 |
|
|
2020
Q1 | $157K | Hold |
2,620
| – | – | 0.16% | 39 |
|
|
2019
Q4 | $158K | Hold |
2,620
| – | – | 0.14% | 42 |
|
|
2019
Q3 | $153K | Buy |
2,620
+220
| +9% | +$12.8K | 0.19% | 35 |
|
|
2019
Q2 | $122K | Hold |
2,400
| – | – | 0.16% | 38 |
|
|
2019
Q1 | $116K | Buy |
+2,400
| New | +$116K | 0.11% | 52 |
|