Heritage Wealth Management (Arizona)’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
Q4 | $114K | Buy |
1,368
+794
| +138% | +$66.4K | 0.02% | 396 |
|
|
2022
Q3 | $45K | Buy |
574
+22
| +4% | +$1.73K | 0.01% | 415 |
|
|
2022
Q2 | $42.8K | Hold |
552
| – | – | 0.01% | 447 |
|
|
2022
Q1 | $47K | Buy |
+552
| New | +$47K | 0.01% | 483 |
|
|
2021
Q3 | $43K | Hold |
552
| – | – | 0.02% | 470 |
|
|
2021
Q2 | $40K | Sell |
552
-388
| -41% | -$28.1K | 0.02% | 487 |
|
|
2021
Q1 | $71K | Buy |
+940
| New | +$71K | 0.04% | 310 |
|