JSF 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
Q1 | – | Sell |
-8,179
| Closed | -$684K | – | 127 |
|
|
2022
Q4 | $684K | Buy |
+8,179
| New | +$684K | 0.26% | 53 |
|
|
2022
Q1 | – | Sell |
-5,470
| Closed | -$511K | – | 134 |
|
|
2021
Q4 | $511K | Sell |
5,470
-13
| -0.2% | -$1.21K | 0.25% | 48 |
|
|
2021
Q3 | $430K | Buy |
5,483
+1,429
| +35% | +$112K | 0.21% | 48 |
|
|
2021
Q2 | $297K | Buy |
4,054
+625
| +18% | +$45.8K | 0.18% | 72 |
|
|
2021
Q1 | $259K | Buy |
3,429
+185
| +6% | +$14K | 0.16% | 68 |
|
|
2020
Q4 | $250K | Buy |
3,244
+272
| +9% | +$21K | 0.17% | 64 |
|
|
2020
Q3 | $206K | Buy |
+2,972
| New | +$206K | 0.16% | 69 |
|