Independent Solutions 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-4,737
| Closed | -$351K | – | 217 |
|
|
2023
Q2 | $351K | Sell |
4,737
-481
| -9% | -$35.7K | 0.09% | 151 |
|
|
2023
Q1 | $402K | Sell |
5,218
-66
| -1% | -$5.09K | 0.12% | 133 |
|
|
2022
Q4 | $442K | Sell |
5,284
-56
| -1% | -$4.68K | 0.13% | 128 |
|
|
2022
Q3 | $419K | Buy |
+5,340
| New | +$419K | 0.14% | 130 |
|
|
2021
Q1 | – | Sell |
-3,130
| Closed | -$241K | – | 194 |
|
|
2020
Q4 | $241K | Buy |
+3,130
| New | +$241K | 0.08% | 165 |
|