KLR Investment Advisors’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
Q1 | $569K | Buy |
8,714
+1,831
| +27% | +$120K | 0.41% | 64 |
|
|
2023
Q4 | $418K | Sell |
6,883
-207
| -3% | -$12.6K | 0.3% | 96 |
|
|
2023
Q3 | $546K | Sell |
7,090
-212
| -3% | -$16.3K | 0.5% | 52 |
|
|
2023
Q2 | $542K | Sell |
7,302
-29
| -0.4% | -$2.15K | 0.45% | 59 |
|
|
2023
Q1 | $565K | Sell |
7,331
-202
| -3% | -$15.6K | 0.5% | 55 |
|
|
2022
Q4 | $630K | Buy |
+7,533
| New | +$630K | 0.52% | 46 |
|