Icon Wealth Partners’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
Q3 | $1.79M | Sell |
31,285
-14,448
| -32% | -$828K | 0.2% | 88 |
|
|
2023
Q2 | $3.39M | Sell |
45,733
-11,613
| -20% | -$862K | 0.36% | 58 |
|
|
2023
Q1 | $4.42M | Buy |
+57,346
| New | +$4.42M | 0.48% | 48 |
|
|
2022
Q2 | $5.09M | Sell |
65,705
-8,175
| -11% | -$633K | 0.61% | 36 |
|
|
2022
Q1 | $6.26M | Buy |
73,880
+1,961
| +3% | +$166K | 0.62% | 38 |
|
|
2021
Q4 | $6.71M | Buy |
71,919
+32
| +0% | +$2.99K | 0.67% | 37 |
|
|
2021
Q3 | $5.65M | Sell |
71,887
-6,487
| -8% | -$509K | 0.6% | 43 |
|
|
2021
Q2 | $5.74M | Buy |
78,374
+5,454
| +7% | +$400K | 0.62% | 41 |
|
|
2021
Q1 | $5.51M | Sell |
72,920
-5,520
| -7% | -$417K | 0.69% | 33 |
|
|
2020
Q4 | $6.05M | Buy |
78,440
+11,228
| +17% | +$866K | 0.96% | 19 |
|
|
2020
Q3 | $4.66M | Buy |
+67,212
| New | +$4.66M | 0.9% | 22 |
|
|
2019
Q2 | – | Sell |
-124
| Closed | -$6K | – | 563 |
|
|
2019
Q1 | $6K | Buy |
+124
| New | +$6K | ﹤0.01% | 738 |
|
|
2018
Q3 | – | Sell |
-436
| Closed | -$18K | – | 573 |
|
|
2018
Q2 | $18K | Buy |
+436
| New | +$18K | 0.01% | 611 |
|
|
2018
Q1 | – | Sell |
-2,336
| Closed | -$91K | – | 575 |
|
|
2017
Q4 | $91K | Buy |
+2,336
| New | +$91K | 0.05% | 290 |
|