Legacy Financial Group (Iowa)
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Legacy Financial Group (Iowa)’s NextEra Energy NEE Stock Holding History

Legacy Financial Group (Iowa)’s Portfolio NEE Stock Details NEE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-665
Closed -$38.1K – 336
2023
Q3 		$38.1K Buy
+665
New +$46K 0.01% 202

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Legacy Financial Group (Iowa)'s NEE Position: Q4 2023 in Review

Legacy Financial Group (Iowa) sold out of NextEra Energy (NEE) in Q4 2023, closing a stake of 665 shares — an estimated $38.1K sold.

Legacy Financial Group (Iowa) first reported a position in NEE in Q3 2023 and held it in 1 quarter. The position peaked at $38.1K in Q3 2023. 2,419 funds tracked by Wall St. Rank hold NEE as of Q4 2023.

  • Legacy Financial Group (Iowa) reported no remaining NextEra Energy position as of Q4 2023 after selling out during the quarter.
  • Legacy Financial Group (Iowa) sold 665 NextEra Energy shares in Q4 2023, an estimated $38.1K.
  • Legacy Financial Group (Iowa) first reported a position in NextEra Energy in Q3 2023 and held it in 1 quarter.
  • Legacy Financial Group (Iowa)'s NextEra Energy position peaked at $38.1K in Q3 2023.
  • 2,419 funds tracked by Wall St. Rank held NextEra Energy as of Q4 2023.

Based on Legacy Financial Group (Iowa)'s 13F filing for Q4 2023, filed 22 Jan 2024.