Heron Financial 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
Q2 | $1.51M | Buy |
20,417
+109
| +0.5% | +$8.09K | 0.82% | 29 |
|
|
2023
Q1 | $1.57M | Buy |
20,308
+661
| +3% | +$51K | 0.86% | 26 |
|
|
2022
Q4 | $1.62M | Sell |
19,647
-127
| -0.6% | -$10.5K | 1.08% | 20 |
|
|
2022
Q3 | $1.55M | Sell |
19,774
-1,341
| -6% | -$105K | 0.96% | 21 |
|
|
2022
Q2 | $1.64M | Buy |
21,115
+1,073
| +5% | +$83.1K | 0.99% | 20 |
|
|
2022
Q1 | $1.7M | Buy |
20,042
+175
| +0.9% | +$14.8K | 0.88% | 24 |
|
|
2021
Q4 | $1.53M | Buy |
19,867
+692
| +4% | +$53.4K | 0.83% | 28 |
|
|
2021
Q3 | $1.51M | Buy |
19,175
+645
| +3% | +$50.7K | 0.84% | 27 |
|
|
2021
Q2 | $1.36M | Buy |
18,530
+2,531
| +16% | +$185K | 0.78% | 28 |
|
|
2021
Q1 | $1.21M | Buy |
15,999
+1,590
| +11% | +$120K | 0.74% | 30 |
|
|
2020
Q4 | $1.14M | Buy |
14,409
+1,497
| +12% | +$119K | 0.79% | 30 |
|
|
2020
Q3 | $929K | Buy |
12,912
+2,532
| +24% | +$182K | 0.74% | 35 |
|
|
2020
Q2 | $674K | Buy |
10,380
+1,856
| +22% | +$121K | 0.6% | 39 |
|
|
2020
Q1 | $517K | Buy |
8,524
+60
| +0.7% | +$3.64K | 0.53% | 50 |
|
|
2019
Q4 | $576K | Buy |
+8,464
| New | +$576K | 0.48% | 53 |
|