KOMWMG
Kerntke Otto McGlone Wealth Management Group’s NextEra Energy, Inc. NEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-6,364
| Closed | -$466K | – | 100 |
|
|
2021
Q2 | $466K | Buy |
6,364
+12
| +0.2% | +$879 | 0.19% | 88 |
|
|
2021
Q1 | $480K | Buy |
6,352
+11
| +0.2% | +$831 | 0.25% | 79 |
|
|
2020
Q4 | $489K | Buy |
6,341
+4,767
| +303% | +$368K | 0.29% | 68 |
|
|
2020
Q3 | $437K | Buy |
1,574
+8
| +0.5% | +$2.22K | 0.32% | 68 |
|
|
2020
Q2 | $376K | Buy |
1,566
+9
| +0.6% | +$2.16K | 0.34% | 62 |
|
|
2020
Q1 | $375K | Buy |
1,557
+10
| +0.6% | +$2.41K | 0.42% | 54 |
|
|
2019
Q4 | $375K | Buy |
+1,547
| New | +$375K | 0.32% | 66 |
|