IPG Investment Advisors’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
Q1
Sell
-12,041
Closed -$731K 202
2023
Q4
$731K Buy
12,041
+2,242
+23% +$136K 0.15% 95
2023
Q3
$561K Buy
9,799
+124
+1% +$7.1K 0.12% 104
2023
Q2
$718K Buy
9,675
+51
+0.5% +$3.78K 0.16% 84
2023
Q1
$742K Buy
+9,624
New +$742K 0.17% 74