Highland Private 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-9,286
| Closed | -$728K | – | 104 |
|
|
2022
Q3 | $728K | Buy |
9,286
+1,920
| +26% | +$151K | 0.12% | 69 |
|
|
2022
Q2 | $571K | Buy |
7,366
+209
| +3% | +$16.2K | 0.09% | 86 |
|
|
2022
Q1 | $606K | Sell |
7,157
-295
| -4% | -$25K | 0.08% | 86 |
|
|
2021
Q4 | $696K | Buy |
7,452
+519
| +7% | +$48.5K | 0.09% | 80 |
|
|
2021
Q3 | $544K | Sell |
6,933
-1,140
| -14% | -$89.5K | 0.08% | 87 |
|
|
2021
Q2 | $592K | Buy |
8,073
+41
| +0.5% | +$3.01K | 0.09% | 81 |
|
|
2021
Q1 | $607K | Buy |
8,032
+876
| +12% | +$66.2K | 0.1% | 76 |
|
|
2020
Q4 | $552K | Buy |
7,156
+404
| +6% | +$31.2K | 0.1% | 74 |
|
|
2020
Q3 | $469K | Buy |
6,752
+580
| +9% | +$40.3K | 0.09% | 77 |
|
|
2020
Q2 | $371K | Buy |
6,172
+972
| +19% | +$58.4K | 0.08% | 84 |
|
|
2020
Q1 | $313K | Buy |
5,200
+160
| +3% | +$9.63K | 0.09% | 81 |
|
|
2019
Q4 | $305K | Sell |
5,040
-56
| -1% | -$3.39K | 0.07% | 94 |
|
|
2019
Q3 | $297K | Buy |
5,096
+84
| +2% | +$4.9K | 0.08% | 84 |
|
|
2019
Q2 | $257K | Buy |
5,012
+564
| +13% | +$28.9K | 0.07% | 98 |
|
|
2019
Q1 | $215K | Buy |
+4,448
| New | +$215K | 0.07% | 106 |
|