Independent Wealth Network’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 |
-4,652
| Closed | -$345K | – | 205 |
|
|
2023
Q2 | $345K | Sell |
4,652
-82
| -2% | -$6.08K | 0.21% | 127 |
|
|
2023
Q1 | $365K | Buy |
4,734
+252
| +6% | +$19.4K | 0.23% | 108 |
|
|
2022
Q4 | $375K | Sell |
4,482
-209
| -4% | -$17.5K | 0.26% | 98 |
|
|
2022
Q3 | $368K | Sell |
4,691
-3
| -0.1% | -$235 | 0.29% | 92 |
|
|
2022
Q2 | $364K | Sell |
4,694
-231
| -5% | -$17.9K | 0.26% | 102 |
|
|
2022
Q1 | $417K | Sell |
4,925
-46
| -0.9% | -$3.9K | 0.26% | 102 |
|
|
2021
Q4 | $464K | Buy |
4,971
+6
| +0.1% | +$560 | 0.29% | 95 |
|
|
2021
Q3 | $423K | Buy |
+4,965
| New | +$423K | 0.28% | 108 |
|