Merriman Wealth Management’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 | $217K | Buy |
3,021
+97
| +3% | +$6.95K | 0.01% | 193 |
|
|
2024
Q3 | $247K | Buy |
2,924
+18
| +0.6% | +$1.52K | 0.01% | 195 |
|
|
2024
Q2 | $206K | Buy |
+2,906
| New | +$206K | 0.01% | 199 |
|
|
2023
Q1 | – | Sell |
-2,415
| Closed | -$202K | – | 213 |
|
|
2022
Q4 | $202K | Sell |
2,415
-250
| -9% | -$20.9K | 0.01% | 198 |
|
|
2022
Q3 | $209K | Sell |
2,665
-861
| -24% | -$67.5K | 0.01% | 166 |
|
|
2022
Q2 | $273K | Buy |
3,526
+484
| +16% | +$37.5K | 0.02% | 135 |
|
|
2022
Q1 | $258K | Buy |
3,042
+664
| +28% | +$56.3K | 0.02% | 178 |
|
|
2021
Q4 | $222K | Buy |
+2,378
| New | +$222K | 0.02% | 198 |
|