Kore Private Wealth’s NextEra Energy, Inc. NEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $368K | Sell |
4,694
-238
| -5% | -$18.7K | 0.07% | 160 |
|
|
2022
Q2 | $382K | Buy |
4,932
+86
| +2% | +$6.66K | 0.06% | 187 |
|
|
2022
Q1 | $411K | Buy |
4,846
+238
| +5% | +$20.2K | 0.05% | 197 |
|
|
2021
Q4 | $430K | Sell |
4,608
-2,320
| -33% | -$216K | 0.05% | 192 |
|
|
2021
Q3 | $544K | Sell |
6,928
-448
| -6% | -$35.2K | 0.06% | 228 |
|
|
2021
Q2 | $541K | Buy |
7,376
+447
| +6% | +$32.8K | 0.06% | 212 |
|
|
2021
Q1 | $524K | Sell |
6,929
-193
| -3% | -$14.6K | 0.07% | 184 |
|
|
2020
Q4 | $549K | Buy |
7,122
+1,406
| +25% | +$108K | 0.08% | 153 |
|
|
2020
Q3 | $397K | Hold |
5,716
| – | – | 0.08% | 163 |
|
|
2020
Q2 | $343K | Sell |
5,716
-1,200
| -17% | -$72K | 0.07% | 166 |
|
|
2020
Q1 | $416K | Buy |
6,916
+284
| +4% | +$17.1K | 0.1% | 126 |
|
|
2019
Q4 | $402K | Sell |
6,632
-460
| -6% | -$27.9K | 0.08% | 162 |
|
|
2019
Q3 | $411K | Buy |
7,092
+968
| +16% | +$56.1K | 0.09% | 142 |
|
|
2019
Q2 | $314K | Buy |
6,124
+1,084
| +22% | +$55.6K | 0.07% | 168 |
|
|
2019
Q1 | $244K | Sell |
5,040
-2,124
| -30% | -$103K | 0.05% | 182 |
|
|
2018
Q4 | $311K | Buy |
+7,164
| New | +$311K | 0.09% | 155 |
|