Leisure Capital 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
Q4 | – | Sell |
-3,593
| Closed | -$304K | – | 153 |
|
|
2024
Q3 | $304K | Hold |
3,593
| – | – | 0.13% | 119 |
|
|
2024
Q2 | $254K | Buy |
3,593
+43
| +1% | +$3.05K | 0.12% | 123 |
|
|
2024
Q1 | $227K | Buy |
3,550
+206
| +6% | +$13.2K | 0.11% | 120 |
|
|
2023
Q4 | $203K | Buy |
+3,344
| New | +$203K | 0.11% | 123 |
|
|
2023
Q3 | – | Sell |
-3,422
| Closed | -$254K | – | 134 |
|
|
2023
Q2 | $254K | Sell |
3,422
-70
| -2% | -$5.19K | 0.14% | 114 |
|
|
2023
Q1 | $269K | Sell |
3,492
-63
| -2% | -$4.86K | 0.15% | 115 |
|
|
2022
Q4 | $297K | Buy |
3,555
+113
| +3% | +$9.45K | 0.15% | 124 |
|
|
2022
Q3 | $270K | Buy |
3,442
+147
| +4% | +$11.5K | 0.16% | 109 |
|
|
2022
Q2 | $255K | Hold |
3,295
| – | – | 0.13% | 112 |
|
|
2022
Q1 | $279K | Buy |
3,295
+63
| +2% | +$5.33K | 0.14% | 114 |
|
|
2021
Q4 | $302K | Sell |
3,232
-37
| -1% | -$3.46K | 0.14% | 127 |
|
|
2021
Q3 | $257K | Buy |
3,269
+37
| +1% | +$2.91K | 0.14% | 127 |
|
|
2021
Q2 | $237K | Buy |
+3,232
| New | +$237K | 0.13% | 131 |
|