Meridian Wealth Partners’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 |
-2,397
| Closed | -$203K | – | 112 |
|
|
2024
Q3 | $203K | Sell |
2,397
-1,141
| -32% | -$96.5K | 0.03% | 106 |
|
|
2024
Q2 | $250K | Buy |
3,538
+233
| +7% | +$16.5K | 0.04% | 91 |
|
|
2024
Q1 | $211K | Buy |
+3,305
| New | +$211K | 0.04% | 97 |
|
|
2023
Q3 | – | Sell |
-3,212
| Closed | -$238K | – | 97 |
|
|
2023
Q2 | $238K | Buy |
3,212
+125
| +4% | +$9.28K | 0.05% | 80 |
|
|
2023
Q1 | $238K | Buy |
3,087
+342
| +12% | +$26.4K | 0.05% | 83 |
|
|
2022
Q4 | $230K | Buy |
2,745
+65
| +2% | +$5.43K | 0.05% | 79 |
|
|
2022
Q3 | $210K | Buy |
2,680
+52
| +2% | +$4.08K | 0.05% | 79 |
|
|
2022
Q2 | $203K | Buy |
+2,628
| New | +$203K | 0.05% | 79 |
|
|
2022
Q1 | – | Sell |
-2,374
| Closed | -$221K | – | 87 |
|
|
2021
Q4 | $221K | Buy |
+2,374
| New | +$221K | 0.04% | 76 |
|
|
2021
Q2 | – | Sell |
-2,257
| Closed | -$170K | – | 831 |
|
|
2021
Q1 | $170K | Sell |
2,257
-1,328
| -37% | -$100K | 0.05% | 75 |
|
|
2020
Q4 | $276K | Buy |
3,585
+9
| +0.3% | +$693 | 0.11% | 50 |
|
|
2020
Q3 | $248K | Buy |
3,576
+244
| +7% | +$16.9K | 0.13% | 53 |
|
|
2020
Q2 | $200K | Sell |
3,332
-4
| -0.1% | -$240 | 0.11% | 56 |
|
|
2020
Q1 | $201K | Buy |
3,336
+12
| +0.4% | +$723 | 0.12% | 53 |
|
|
2019
Q4 | $201K | Buy |
+3,324
| New | +$201K | 0.13% | 61 |
|