MBM Wealth Consultants’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 | – | Sell |
-800
| Closed | -$62K | – | 220 |
|
|
2023
Q1 | $62K | Hold |
800
| – | – | 0.03% | 151 |
|
|
2022
Q4 | $67K | Hold |
800
| – | – | 0.03% | 149 |
|
|
2022
Q3 | $65K | Hold |
800
| – | – | 0.03% | 142 |
|
|
2022
Q2 | $62K | Hold |
800
| – | – | 0.03% | 146 |
|
|
2022
Q1 | $68K | Hold |
800
| – | – | 0.03% | 169 |
|
|
2021
Q4 | $75K | Hold |
800
| – | – | 0.03% | 136 |
|
|
2021
Q3 | $63K | Hold |
800
| – | – | 0.03% | 144 |
|
|
2021
Q2 | $59K | Hold |
800
| – | – | 0.03% | 136 |
|
|
2021
Q1 | $60K | Hold |
800
| – | – | 0.03% | 129 |
|
|
2020
Q4 | $62K | Hold |
800
| – | – | 0.03% | 124 |
|
|
2020
Q3 | $56K | Hold |
800
| – | – | 0.04% | 123 |
|
|
2020
Q2 | $48K | Hold |
800
| – | – | 0.03% | 124 |
|
|
2020
Q1 | $48K | Hold |
800
| – | – | 0.04% | 112 |
|
|
2019
Q4 | $48K | Hold |
800
| – | – | 0.04% | 123 |
|
|
2019
Q3 | $47K | Hold |
800
| – | – | 0.04% | 122 |
|
|
2019
Q2 | $41K | Hold |
800
| – | – | 0.03% | 126 |
|
|
2019
Q1 | $39K | Hold |
800
| – | – | 0.03% | 129 |
|
|
2018
Q4 | $35K | Buy |
+800
| New | +$35K | 0.03% | 143 |
|