KWM
Kolinsky Wealth Management’s NextEra Energy, Inc. NEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $569K | Buy |
7,933
+239
| +3% | +$17.1K | 0.35% | 59 |
|
|
2024
Q3 | $650K | Sell |
7,694
-16
| -0.2% | -$1.35K | 0.42% | 47 |
|
|
2024
Q2 | $546K | Buy |
7,710
+1,541
| +25% | +$109K | 0.39% | 55 |
|
|
2024
Q1 | $394K | Buy |
6,169
+1,174
| +24% | +$75K | 0.3% | 78 |
|
|
2023
Q4 | $303K | Sell |
4,995
-1,835
| -27% | -$111K | 0.27% | 96 |
|
|
2023
Q3 | $391K | Sell |
6,830
-255
| -4% | -$14.6K | 0.39% | 63 |
|
|
2023
Q2 | $516K | Buy |
7,085
+416
| +6% | +$30.3K | 0.49% | 42 |
|
|
2023
Q1 | $514K | Buy |
6,669
+139
| +2% | +$10.7K | 0.55% | 36 |
|
|
2022
Q4 | $546K | Buy |
6,530
+148
| +2% | +$12.4K | 0.62% | 27 |
|
|
2022
Q3 | $500K | Buy |
6,382
+33
| +0.5% | +$2.59K | 0.63% | 28 |
|
|
2022
Q2 | $492K | Buy |
6,349
+53
| +0.8% | +$4.11K | 0.58% | 31 |
|
|
2022
Q1 | $533K | Buy |
6,296
+251
| +4% | +$21.2K | 0.52% | 35 |
|
|
2021
Q4 | $564K | Buy |
+6,045
| New | +$564K | 0.52% | 33 |
|