HC Financial Advisors’s NextEra Energy, Inc. NEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $614K | Buy |
7,925
+1,144
| +17% | +$88.6K | 0.41% | 62 |
|
|
2022
Q1 | $574K | Buy |
6,781
+2,101
| +45% | +$178K | 0.34% | 65 |
|
|
2021
Q4 | $437K | Buy |
4,680
+60
| +1% | +$5.6K | 0.24% | 70 |
|
|
2021
Q3 | $363K | Buy |
4,620
+90
| +2% | +$7.07K | 0.22% | 70 |
|
|
2021
Q2 | $332K | Hold |
4,530
| – | – | 0.19% | 70 |
|
|
2021
Q1 | $343K | Buy |
4,530
+258
| +6% | +$19.5K | 0.21% | 67 |
|
|
2020
Q4 | $330K | Buy |
4,272
+872
| +26% | +$67.4K | 0.21% | 66 |
|
|
2020
Q3 | $236K | Hold |
3,400
| – | – | 0.17% | 69 |
|
|
2020
Q2 | $204K | Buy |
3,400
+1,520
| +81% | +$91.2K | 0.16% | 64 |
|
|
2020
Q1 | $113K | Buy |
+1,880
| New | +$113K | 0.1% | 78 |
|