McClarren Financial Advisors’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 |
-161
| Closed | -$12K | – | 377 |
|
|
2023
Q2 | $12K | Buy |
161
+1
| +0.6% | +$75 | 0.01% | 249 |
|
|
2023
Q1 | $12K | Sell |
160
-8
| -5% | -$600 | 0.01% | 235 |
|
|
2022
Q4 | $14K | Buy |
168
+1
| +0.6% | +$83 | 0.01% | 238 |
|
|
2022
Q3 | $13K | Buy |
+167
| New | +$13K | 0.01% | 227 |
|
|
2022
Q2 | – | Sell |
-166
| Closed | -$14K | – | 177 |
|
|
2022
Q1 | $14K | Hold |
166
| – | – | 0.01% | 196 |
|
|
2021
Q4 | $16K | Buy |
166
+2
| +1% | +$193 | 0.01% | 211 |
|
|
2021
Q3 | $12K | Buy |
164
+1
| +0.6% | +$73 | 0.01% | 208 |
|
|
2021
Q2 | $12K | Hold |
163
| – | – | 0.01% | 219 |
|
|
2021
Q1 | $12K | Buy |
163
+1
| +0.6% | +$74 | 0.01% | 194 |
|
|
2020
Q4 | $12K | Buy |
+162
| New | +$12K | 0.01% | 162 |
|