Kades & Cheifetz’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
Q4 | $224K | Sell |
3,127
-2,286
| -42% | -$164K | 0.11% | 95 |
|
|
2024
Q3 | $458K | Buy |
5,413
+24
| +0.4% | +$2.03K | 0.26% | 65 |
|
|
2024
Q2 | $382K | Buy |
5,389
+188
| +4% | +$13.3K | 0.24% | 65 |
|
|
2024
Q1 | $332K | Buy |
5,201
+344
| +7% | +$22K | 0.21% | 70 |
|
|
2023
Q4 | $295K | Sell |
4,857
-1,529
| -24% | -$92.9K | 0.21% | 70 |
|
|
2023
Q3 | $366K | Sell |
6,386
-913
| -13% | -$52.3K | 0.29% | 57 |
|
|
2023
Q2 | $542K | Buy |
7,299
+31
| +0.4% | +$2.3K | 0.42% | 49 |
|
|
2023
Q1 | $560K | Buy |
7,268
+76
| +1% | +$5.86K | 0.44% | 46 |
|
|
2022
Q4 | $601K | Buy |
+7,192
| New | +$601K | 0.5% | 43 |
|