KCS Wealth Advisory’s NextEra Energy, Inc. NEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-2,450
| Closed | -$229K | – | 169 |
|
|
2021
Q4 | $229K | Buy |
+2,450
| New | +$229K | 0.09% | 150 |
|
|
2021
Q2 | – | Sell |
-2,654
| Closed | -$201K | – | 154 |
|
|
2021
Q1 | $201K | Sell |
2,654
-916
| -26% | -$69.4K | 0.1% | 144 |
|
|
2020
Q4 | $275K | Buy |
+3,570
| New | +$275K | 0.18% | 123 |
|
|
2019
Q4 | – | Sell |
-860
| Closed | -$50.1K | – | 316 |
|
|
2019
Q3 | $50.1K | Buy |
+860
| New | +$50.1K | 0.03% | 243 |
|