Kelly Financial Services’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 |
-1,166
| Closed | -$82.6K | – | 526 |
|
|
2024
Q2 | $82.6K | Buy |
1,166
+457
| +64% | +$32.4K | 0.03% | 176 |
|
|
2024
Q1 | $45.3K | Buy |
709
+128
| +22% | +$8.18K | 0.02% | 232 |
|
|
2023
Q4 | $35.3K | Buy |
581
+141
| +32% | +$8.56K | 0.01% | 243 |
|
|
2023
Q3 | $25.2K | Buy |
440
+107
| +32% | +$6.13K | 0.01% | 257 |
|
|
2023
Q2 | $24.7K | Buy |
333
+83
| +33% | +$6.17K | 0.01% | 269 |
|
|
2023
Q1 | $19.2K | Buy |
250
+69
| +38% | +$5.31K | 0.01% | 280 |
|
|
2022
Q4 | $15.1K | Hold |
181
| – | – | 0.01% | 288 |
|
|
2022
Q3 | $14.2K | Buy |
181
+9
| +5% | +$706 | 0.01% | 287 |
|
|
2022
Q2 | $13.3K | Hold |
172
| – | – | 0.01% | 291 |
|
|
2022
Q1 | $14.6K | Hold |
172
| – | – | 0.01% | 300 |
|
|
2021
Q4 | $16.1K | Hold |
172
| – | – | 0.01% | 288 |
|
|
2021
Q3 | $13.5K | Sell |
172
-12,432
| -99% | -$976K | 0.01% | 291 |
|
|
2021
Q2 | $172K | Buy |
12,604
+12,432
| +7,228% | +$170K | 0.01% | 315 |
|
|
2021
Q1 | $13K | Hold |
172
| – | – | 0.01% | 267 |
|
|
2020
Q4 | $13.3K | Sell |
172
-40
| -19% | -$3.09K | 0.01% | 236 |
|
|
2020
Q3 | $14.7K | Hold |
212
| – | – | 0.01% | 210 |
|
|
2020
Q2 | $12.7K | Buy |
212
+64
| +43% | +$3.84K | 0.01% | 213 |
|
|
2020
Q1 | $8.9K | Hold |
148
| – | – | 0.01% | 228 |
|
|
2019
Q4 | $8.96K | Hold |
148
| – | – | 0.01% | 238 |
|
|
2019
Q3 | $8.62K | Hold |
148
| – | – | 0.01% | 239 |
|
|
2019
Q2 | $7.58K | Hold |
148
| – | – | 0.01% | 252 |
|
|
2019
Q1 | $7.15K | Buy |
+148
| New | +$7.15K | 0.01% | 257 |
|