McBroom & Associates’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
Q3 | – | Sell |
-3,741
| Closed | -$278K | – | 37 |
|
|
2023
Q2 | $278K | Buy |
3,741
+605
| +19% | +$44.9K | 0.22% | 33 |
|
|
2023
Q1 | $242K | Sell |
3,136
-382
| -11% | -$29.4K | 0.22% | 35 |
|
|
2022
Q4 | $294K | Buy |
3,518
+157
| +5% | +$13.1K | 0.32% | 33 |
|
|
2022
Q3 | $264K | Buy |
3,361
+726
| +28% | +$57K | 0.3% | 32 |
|
|
2022
Q2 | $204K | Buy |
2,635
+111
| +4% | +$8.59K | 0.22% | 29 |
|
|
2022
Q1 | $214K | Hold |
2,524
| – | – | 0.19% | 28 |
|
|
2021
Q4 | $236K | Buy |
+2,524
| New | +$236K | 0.18% | 28 |
|