Life Planning Partners’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 |
-1,100
| Closed | -$66.8K | – | 172 |
|
|
2023
Q4 | $66.8K | Buy |
+1,100
| New | +$66.8K | 0.07% | 92 |
|
|
2022
Q3 | $86.3K | Hold |
1,100
| – | – | 0.1% | 74 |
|
|
2022
Q2 | $85K | Hold |
1,100
| – | – | 0.1% | 70 |
|
|
2022
Q1 | $93K | Hold |
1,100
| – | – | 0.09% | 66 |
|
|
2021
Q4 | $103K | Buy |
+1,100
| New | +$103K | 0.1% | 61 |
|