Impact Partnership Wealth’s NextEra Energy, Inc. NEE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-800
Closed -$51.2K 519
2024
Q1
$51.2K Sell
800
-51
-6% -$3.26K 0.02% 320
2023
Q4
$51.7K Buy
851
+61
+8% +$3.71K 0.02% 317
2023
Q3
$45.3K Sell
790
-3,569
-82% -$205K 0.01% 405
2023
Q2
$323K Buy
+4,359
New +$323K 0.11% 128