IFA
Interactive Financial Advisors’s NextEra Energy, Inc. NEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-2,648
| Closed | -$224K | – | 89 |
|
|
2024
Q3 | $224K | Buy |
+2,648
| New | +$224K | 0.12% | 86 |
|
|
2023
Q2 | – | Sell |
-2,648
| Closed | -$204K | – | 83 |
|
|
2023
Q1 | $204K | Hold |
2,648
| – | – | 0.13% | 79 |
|
|
2022
Q4 | $221K | Hold |
2,648
| – | – | 0.13% | 84 |
|
|
2022
Q3 | $208K | Hold |
2,648
| – | – | 0.12% | 85 |
|
|
2022
Q2 | $205K | Hold |
2,648
| – | – | 0.1% | 77 |
|
|
2022
Q1 | $224K | Sell |
2,648
-20
| -0.7% | -$1.69K | 0.1% | 83 |
|
|
2021
Q4 | $249K | Buy |
2,668
+20
| +0.8% | +$1.87K | 0.1% | 81 |
|
|
2021
Q3 | $208K | Hold |
2,648
| – | – | 0.09% | 82 |
|
|
2021
Q2 | $194K | Hold |
2,648
| – | – | 0.08% | 87 |
|
|
2021
Q1 | $200K | Hold |
2,648
| – | – | 0.08% | 83 |
|
|
2020
Q4 | $204K | Buy |
2,648
+1,986
| +300% | +$153K | 0.09% | 78 |
|
|
2020
Q3 | $184K | Hold |
662
| – | – | 0.09% | 73 |
|
|
2020
Q2 | $159K | Hold |
662
| – | – | 0.08% | 74 |
|
|
2020
Q1 | $159K | Hold |
662
| – | – | 0.14% | 44 |
|
|
2019
Q4 | $160K | Hold |
662
| – | – | 0.07% | 80 |
|
|
2019
Q3 | $154K | Hold |
662
| – | – | 0.07% | 75 |
|
|
2019
Q2 | $136K | Hold |
662
| – | – | 0.06% | 81 |
|
|
2019
Q1 | $128K | Buy |
+662
| New | +$128K | 0.06% | 72 |
|