Madrona Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-2,762
| Closed | -$233K | – | 121 |
|
|
2024
Q3 | $233K | Sell |
2,762
-77
| -3% | -$6.51K | 0.06% | 91 |
|
|
2024
Q2 | $201K | Buy |
+2,839
| New | +$201K | 0.06% | 95 |
|
|
2023
Q3 | – | Sell |
-2,948
| Closed | -$219K | – | 96 |
|
|
2023
Q2 | $219K | Sell |
2,948
-37
| -1% | -$2.75K | 0.11% | 91 |
|
|
2023
Q1 | $230K | Buy |
2,985
+71
| +2% | +$5.47K | 0.12% | 79 |
|
|
2022
Q4 | $244K | Buy |
+2,914
| New | +$244K | 0.14% | 65 |
|
|
2022
Q2 | – | Sell |
-2,363
| Closed | -$206K | – | 82 |
|
|
2022
Q1 | $206K | Hold |
2,363
| – | – | 0.1% | 78 |
|
|
2021
Q4 | $221K | Buy |
+2,363
| New | +$221K | 0.09% | 70 |
|