Inlet Private 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-3,169
| Closed | -$265K | – | 131 |
|
|
2022
Q4 | $265K | Hold |
3,169
| – | – | 0.07% | 117 |
|
|
2022
Q3 | $248K | Hold |
3,169
| – | – | 0.07% | 115 |
|
|
2022
Q2 | $245K | Hold |
3,169
| – | – | 0.07% | 120 |
|
|
2022
Q1 | $268K | Hold |
3,169
| – | – | 0.07% | 126 |
|
|
2021
Q4 | $296K | Hold |
3,169
| – | – | 0.07% | 121 |
|
|
2021
Q3 | $249K | Hold |
3,169
| – | – | 0.07% | 127 |
|
|
2021
Q2 | $232K | Hold |
3,169
| – | – | 0.06% | 125 |
|
|
2021
Q1 | $240K | Sell |
3,169
-271
| -8% | -$20.5K | 0.07% | 121 |
|
|
2020
Q4 | $265K | Hold |
3,440
| – | – | 0.09% | 116 |
|
|
2020
Q3 | $239K | Hold |
3,440
| – | – | 0.09% | 116 |
|
|
2020
Q2 | $207K | Hold |
3,440
| – | – | 0.08% | 122 |
|
|
2020
Q1 | $207K | Sell |
3,440
-268
| -7% | -$16.1K | 0.1% | 121 |
|
|
2019
Q4 | $224K | Buy |
3,708
+108
| +3% | +$6.52K | 0.07% | 137 |
|
|
2019
Q3 | $210K | Buy |
+3,600
| New | +$210K | 0.08% | 139 |
|