Laidlaw Wealth Management’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 | – | Sell |
-22,588
| Closed | -$1.37M | – | 213 |
|
|
2023
Q4 | $1.37M | Sell |
22,588
-6,245
| -22% | -$379K | 0.5% | 54 |
|
|
2023
Q3 | $1.65M | Sell |
28,833
-11,731
| -29% | -$672K | 0.55% | 53 |
|
|
2023
Q2 | $3.01M | Sell |
40,564
-2,308
| -5% | -$171K | 0.59% | 42 |
|
|
2023
Q1 | $3.3M | Buy |
42,872
+769
| +2% | +$59.3K | 0.67% | 34 |
|
|
2022
Q4 | $3.52M | Buy |
42,103
+1,725
| +4% | +$144K | 0.75% | 28 |
|
|
2022
Q3 | $3.17M | Buy |
40,378
+1,763
| +5% | +$138K | 0.74% | 31 |
|
|
2022
Q2 | $2.99M | Sell |
38,615
-7,945
| -17% | -$615K | 0.61% | 39 |
|
|
2022
Q1 | $3.94M | Buy |
46,560
+4,186
| +10% | +$355K | 0.66% | 33 |
|
|
2021
Q4 | $3.96M | Sell |
42,374
-555
| -1% | -$51.8K | 0.63% | 36 |
|
|
2021
Q3 | $3.37M | Buy |
42,929
+629
| +1% | +$49.4K | 0.86% | 30 |
|
|
2021
Q2 | $3.1M | Sell |
42,300
-21
| -0% | -$1.54K | 0.8% | 34 |
|
|
2021
Q1 | $3.2M | Buy |
42,321
+1,342
| +3% | +$101K | 1.09% | 22 |
|
|
2020
Q4 | $3.16M | Buy |
40,979
+18,451
| +82% | +$1.42M | 0.67% | 34 |
|
|
2020
Q3 | $1.56M | Sell |
22,528
-28
| -0.1% | -$1.94K | 0.69% | 44 |
|
|
2020
Q2 | $1.35M | Buy |
22,556
+1,692
| +8% | +$102K | 0.71% | 50 |
|
|
2020
Q1 | $1.26M | Buy |
20,864
+500
| +2% | +$30.1K | 0.82% | 41 |
|
|
2019
Q4 | $1.23M | Buy |
+20,364
| New | +$1.23M | 0.78% | 43 |
|