Lloyd Advisory Services’s NextEra Energy, Inc. NEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-1,190
| Closed | -$101K | – | 396 |
|
|
2022
Q1 | $101K | Buy |
1,190
+338
| +40% | +$28.7K | 0.05% | 162 |
|
|
2021
Q4 | $80K | Buy |
852
+450
| +112% | +$42.3K | 0.04% | 156 |
|
|
2021
Q3 | $32K | Sell |
402
-40
| -9% | -$3.18K | 0.02% | 203 |
|
|
2021
Q2 | $32K | Hold |
442
| – | – | 0.02% | 205 |
|
|
2021
Q1 | $33K | Sell |
442
-38
| -8% | -$2.84K | 0.02% | 179 |
|
|
2020
Q4 | $37K | Sell |
480
-20
| -4% | -$1.54K | 0.02% | 137 |
|
|
2020
Q3 | $35K | Sell |
500
-76
| -13% | -$5.32K | 0.02% | 124 |
|
|
2020
Q2 | $35K | Hold |
576
| – | – | 0.02% | 130 |
|
|
2020
Q1 | $35K | Sell |
576
-76
| -12% | -$4.62K | 0.03% | 111 |
|
|
2019
Q4 | $40K | Buy |
+652
| New | +$40K | 0.04% | 142 |
|