Institute for 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-2,570
| Closed | -$217K | – | 545 |
|
|
2024
Q3 | $217K | Buy |
+2,570
| New | +$217K | 0.03% | 508 |
|
|
2022
Q1 | – | Sell |
-2,355
| Closed | -$220K | – | 553 |
|
|
2021
Q4 | $220K | Buy |
+2,355
| New | +$220K | 0.04% | 452 |
|
|
2021
Q3 | – | Sell |
-3,555
| Closed | -$261K | – | 489 |
|
|
2021
Q2 | $261K | Hold |
3,555
| – | – | 0.05% | 405 |
|
|
2021
Q1 | $269K | Sell |
3,555
-32
| -0.9% | -$2.42K | 0.05% | 378 |
|
|
2020
Q4 | $277K | Sell |
3,587
-161
| -4% | -$12.4K | 0.06% | 361 |
|
|
2020
Q3 | $260K | Buy |
3,748
+44
| +1% | +$3.05K | 0.06% | 341 |
|
|
2020
Q2 | $222K | Buy |
3,704
+56
| +2% | +$3.36K | 0.05% | 379 |
|
|
2020
Q1 | $219K | Buy |
+3,648
| New | +$219K | 0.07% | 347 |
|
|
2019
Q3 | – | Sell |
-12,492
| Closed | -$640K | – | 454 |
|
|
2019
Q2 | $640K | Buy |
12,492
+804
| +7% | +$41.2K | 0.14% | 217 |
|
|
2019
Q1 | $565K | Buy |
11,688
+4
| +0% | +$193 | 0.12% | 217 |
|
|
2018
Q4 | $508K | Buy |
+11,684
| New | +$508K | 0.21% | 145 |
|