LeJeune Puetz Investment Counsel’s NextEra Energy, Inc. NEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-1,200
| Closed | -$100K | – | 198 |
|
|
2022
Q4 | $100K | Buy |
+1,200
| New | +$100K | 0.04% | 192 |
|
|
2022
Q2 | – | Sell |
-1,200
| Closed | -$101K | – | 196 |
|
|
2022
Q1 | $101K | Sell |
1,200
-899
| -43% | -$75.7K | 0.04% | 192 |
|
|
2021
Q4 | $196K | Hold |
2,099
| – | – | 0.07% | 159 |
|
|
2021
Q3 | $165K | Buy |
+2,099
| New | +$165K | 0.06% | 166 |
|
|
2020
Q1 | – | Sell |
-2,200
| Closed | -$133K | – | 184 |
|
|
2019
Q4 | $133K | Sell |
2,200
-1,212
| -36% | -$73.3K | 0.06% | 167 |
|
|
2019
Q3 | $199K | Sell |
3,412
-1,312
| -28% | -$76.5K | 0.1% | 140 |
|
|
2019
Q2 | $242K | Buy |
4,724
+384
| +9% | +$19.7K | 0.13% | 130 |
|
|
2019
Q1 | $210K | Hold |
4,340
| – | – | 0.11% | 134 |
|
|
2018
Q4 | $189K | Buy |
+4,340
| New | +$189K | 0.12% | 129 |
|