Insight Wealth Strategies’s NextEra Energy, Inc. NEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-30,611
| Closed | -$2.86M | – | 167 |
|
|
2021
Q4 | $2.86M | Buy |
30,611
+4,239
| +16% | +$396K | 0.41% | 33 |
|
|
2021
Q3 | $2.07M | Buy |
26,372
+2,179
| +9% | +$171K | 0.29% | 46 |
|
|
2021
Q2 | $1.77M | Sell |
24,193
-396
| -2% | -$29K | 0.25% | 54 |
|
|
2021
Q1 | $1.86M | Buy |
24,589
+13,663
| +125% | +$1.03M | 0.25% | 58 |
|
|
2020
Q4 | $843K | Buy |
10,926
+1,022
| +10% | +$78.9K | 0.14% | 84 |
|
|
2020
Q3 | $687K | Buy |
9,904
+884
| +10% | +$61.3K | 0.13% | 81 |
|
|
2020
Q2 | $542K | Buy |
9,020
+144
| +2% | +$8.65K | 0.12% | 81 |
|
|
2020
Q1 | $534K | Sell |
8,876
-7,628
| -46% | -$459K | 0.14% | 70 |
|
|
2019
Q4 | $999K | Buy |
16,504
+448
| +3% | +$27.1K | 0.21% | 82 |
|
|
2019
Q3 | $935K | Buy |
16,056
+1,004
| +7% | +$58.5K | 0.22% | 70 |
|
|
2019
Q2 | $771K | Buy |
15,052
+172
| +1% | +$8.81K | 0.19% | 79 |
|
|
2019
Q1 | $719K | Buy |
14,880
+204
| +1% | +$9.86K | 0.2% | 74 |
|
|
2018
Q4 | $638K | Buy |
+14,676
| New | +$638K | 0.2% | 73 |
|