Jay D. Rosenbaum’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
Q3 | – | Sell |
-4,074
| Closed | -$288K | – | 21 |
|
|
2024
Q2 | $288K | Sell |
4,074
-330
| -7% | -$23.4K | 1.63% | 18 |
|
|
2024
Q1 | $281K | Sell |
4,404
-5,792
| -57% | -$370K | 1.6% | 17 |
|
|
2023
Q4 | $619K | Sell |
10,196
-6,845
| -40% | -$416K | 1.6% | 18 |
|
|
2023
Q3 | $976K | Buy |
17,041
+5,739
| +51% | +$329K | 1.64% | 24 |
|
|
2023
Q2 | $839K | Buy |
11,302
+2,546
| +29% | +$189K | 1.35% | 32 |
|
|
2023
Q1 | $675K | Buy |
8,756
+967
| +12% | +$74.5K | 1.24% | 38 |
|
|
2022
Q4 | $651K | Sell |
7,789
-1,337
| -15% | -$112K | 1.41% | 31 |
|
|
2022
Q3 | $716K | Sell |
9,126
-153
| -2% | -$12K | 1.65% | 26 |
|
|
2022
Q2 | $719K | Buy |
9,279
+270
| +3% | +$20.9K | 1.39% | 32 |
|
|
2022
Q1 | $763K | Buy |
9,009
+266
| +3% | +$22.5K | 1.21% | 37 |
|
|
2021
Q4 | $816K | Sell |
8,743
-895
| -9% | -$83.5K | 1.2% | 33 |
|
|
2021
Q3 | $758K | Sell |
9,638
-25
| -0.3% | -$1.97K | 1.26% | 35 |
|
|
2021
Q2 | $709K | Hold |
9,663
| – | – | 1.17% | 39 |
|
|
2021
Q1 | $730K | Buy |
9,663
+490
| +5% | +$37K | 1.25% | 33 |
|
|
2020
Q4 | $707K | Buy |
9,173
+985
| +12% | +$75.9K | 1.23% | 33 |
|
|
2020
Q3 | $568K | Buy |
8,188
+768
| +10% | +$53.3K | 1.05% | 39 |
|
|
2020
Q2 | $446K | Buy |
7,420
+320
| +5% | +$19.2K | 0.87% | 43 |
|
|
2020
Q1 | $427K | Buy |
+7,100
| New | +$427K | 0.99% | 41 |
|