Mayfair Advisory 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-2,847
| Closed | -$239K | – | 165 |
|
|
2024
Q3 | $239K | Hold |
2,847
| – | – | 0.15% | 131 |
|
|
2024
Q2 | $216K | Buy |
+2,847
| New | +$216K | 0.15% | 131 |
|
|
2023
Q3 | – | Sell |
-2,797
| Closed | -$202K | – | 130 |
|
|
2023
Q2 | $202K | Hold |
2,797
| – | – | 0.2% | 120 |
|
|
2023
Q1 | $218K | Hold |
2,797
| – | – | 0.24% | 103 |
|
|
2022
Q4 | $235K | Sell |
2,797
-8,402
| -75% | -$706K | 0.3% | 94 |
|
|
2022
Q3 | $909K | Sell |
11,199
-22
| -0.2% | -$1.79K | 1.28% | 18 |
|
|
2022
Q2 | $948K | Buy |
11,221
+182
| +2% | +$15.4K | 1.25% | 20 |
|
|
2022
Q1 | $946K | Buy |
11,039
+2
| +0% | +$171 | 1.21% | 18 |
|
|
2021
Q4 | $990K | Buy |
11,037
+1
| +0% | +$90 | 1.31% | 18 |
|
|
2021
Q3 | $876K | Buy |
11,036
+2
| +0% | +$159 | 1.34% | 18 |
|
|
2021
Q2 | $809K | Buy |
11,034
+360
| +3% | +$26.4K | 1.28% | 18 |
|
|
2021
Q1 | $809K | Hold |
10,674
| – | – | 1.45% | 14 |
|
|
2020
Q4 | $823K | Buy |
10,674
+50
| +0.5% | +$3.86K | 1.61% | 12 |
|
|
2020
Q3 | $737K | Hold |
10,624
| – | – | 1.9% | 12 |
|
|
2020
Q2 | $638K | Buy |
+10,624
| New | +$638K | 2.06% | 12 |
|