Matrix Private Capital Group’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
Q3 | – | Sell |
-4,359
| Closed | -$338K | – | 226 |
|
|
2022
Q2 | $338K | Sell |
4,359
-327
| -7% | -$25.4K | 0.19% | 102 |
|
|
2022
Q1 | $397K | Sell |
4,686
-1,742
| -27% | -$148K | 0.19% | 99 |
|
|
2021
Q4 | $600K | Sell |
6,428
-109
| -2% | -$10.2K | 0.28% | 76 |
|
|
2021
Q3 | $513K | Buy |
6,537
+224
| +4% | +$17.6K | 0.27% | 82 |
|
|
2021
Q2 | $463K | Sell |
6,313
-197
| -3% | -$14.4K | 0.25% | 86 |
|
|
2021
Q1 | $492K | Sell |
6,510
-2
| -0% | -$151 | 0.3% | 82 |
|
|
2020
Q4 | $502K | Buy |
6,512
+404
| +7% | +$31.1K | 0.36% | 74 |
|
|
2020
Q3 | $424K | Buy |
6,108
+44
| +0.7% | +$3.05K | 0.43% | 67 |
|
|
2020
Q2 | $364K | Sell |
6,064
-192
| -3% | -$11.5K | 0.4% | 74 |
|
|
2020
Q1 | $376K | Sell |
6,256
-628
| -9% | -$37.7K | 0.53% | 55 |
|
|
2019
Q4 | $417K | Buy |
+6,884
| New | +$417K | 0.44% | 70 |
|