Lumature Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $301K | Sell |
4,053
-1
| -0% | -$74 | 0.18% | 108 |
|
|
2023
Q1 | $312K | Buy |
4,054
+7
| +0.2% | +$540 | 0.18% | 97 |
|
|
2022
Q4 | $338K | Sell |
4,047
-106
| -3% | -$8.86K | 0.19% | 93 |
|
|
2022
Q3 | $326K | Buy |
4,153
+35
| +0.8% | +$2.75K | 0.17% | 98 |
|
|
2022
Q2 | $319K | Sell |
4,118
-261
| -6% | -$20.2K | 0.14% | 111 |
|
|
2022
Q1 | $371K | Sell |
4,379
-284
| -6% | -$24.1K | 0.15% | 108 |
|
|
2021
Q4 | $435K | Buy |
4,663
+583
| +14% | +$54.4K | 0.17% | 102 |
|
|
2021
Q3 | $320K | Buy |
4,080
+594
| +17% | +$46.6K | 0.13% | 114 |
|
|
2021
Q2 | $255K | Buy |
3,486
+1,489
| +75% | +$109K | 0.11% | 120 |
|
|
2021
Q1 | $151K | Buy |
+1,997
| New | +$151K | 0.08% | 145 |
|