Johnson Midwest Financial’s NextEra Energy, Inc. NEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $642K | Hold |
11,204
| – | – | 1.44% | 13 |
|
|
2023
Q2 | $831K | Buy |
11,204
+32
| +0.3% | +$2.37K | 0.74% | 11 |
|
|
2023
Q1 | $861K | Buy |
11,172
+31
| +0.3% | +$2.39K | 1.24% | 7 |
|
|
2022
Q4 | $931K | Buy |
11,141
+25
| +0.2% | +$2.09K | 3.41% | 5 |
|
|
2022
Q3 | $872 | Buy |
11,116
+24
| +0.2% | +$2 | 3.33% | 5 |
|
|
2022
Q2 | $859K | Buy |
11,092
+10,028
| +942% | +$777K | 1.16% | 8 |
|
|
2022
Q1 | $937K | Sell |
1,064
-9,974
| -90% | -$8.78M | 1.33% | 7 |
|
|
2021
Q4 | $1.03M | Buy |
11,038
+20
| +0.2% | +$1.87K | 0.77% | 10 |
|
|
2021
Q3 | $865K | Buy |
11,018
+22
| +0.2% | +$1.73K | 0.71% | 11 |
|
|
2021
Q2 | $806K | Buy |
10,996
+25
| +0.2% | +$1.83K | 0.79% | 11 |
|
|
2021
Q1 | $829K | Buy |
10,971
+9,025
| +464% | +$682K | 0.87% | 9 |
|
|
2020
Q4 | $845K | Buy |
+1,946
| New | +$845K | 0.8% | 11 |
|