KJWM
Kiley Juergens Wealth Management’s NextEra Energy, Inc. NEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-16,079
| Closed | -$921K | – | 69 |
|
|
2023
Q3 | $921K | Buy |
16,079
+83
| +0.5% | +$4.76K | 0.33% | 45 |
|
|
2023
Q2 | $1.19M | Buy |
15,996
+415
| +3% | +$30.8K | 0.41% | 43 |
|
|
2023
Q1 | $1.2M | Buy |
15,581
+364
| +2% | +$28.1K | 0.45% | 42 |
|
|
2022
Q4 | $1.27M | Buy |
15,217
+3
| +0% | +$251 | 0.53% | 39 |
|
|
2022
Q3 | $1.19M | Sell |
15,214
-119
| -0.8% | -$9.32K | 0.56% | 37 |
|
|
2022
Q2 | $1.19M | Buy |
+15,333
| New | +$1.19M | 0.56% | 37 |
|
|
2022
Q1 | – | Sell |
-15,230
| Closed | -$1.42M | – | 66 |
|
|
2021
Q4 | $1.42M | Buy |
15,230
+1,073
| +8% | +$100K | 0.54% | 34 |
|
|
2021
Q3 | $1.11M | Buy |
14,157
+347
| +3% | +$27.2K | 0.49% | 38 |
|
|
2021
Q2 | $1.01M | Buy |
13,810
+2,419
| +21% | +$177K | 0.46% | 39 |
|
|
2021
Q1 | $861K | Buy |
+11,391
| New | +$861K | 0.45% | 42 |
|