LifePlan Financial’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 |
-4,807
| Closed | -$406K | – | 91 |
|
|
2024
Q3 | $406K | Sell |
4,807
-160
| -3% | -$13.5K | 0.35% | 75 |
|
|
2024
Q2 | $352K | Sell |
4,967
-57
| -1% | -$4.04K | 0.32% | 75 |
|
|
2024
Q1 | $321K | Sell |
5,024
-44
| -0.9% | -$2.81K | 0.29% | 80 |
|
|
2023
Q4 | $308K | Buy |
+5,068
| New | +$308K | 0.31% | 75 |
|