MinichMacGregor Wealth Management’s NextEra Energy, Inc. NEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-489
| Closed | -$40.9K | – | 436 |
|
|
2022
Q4 | $40.9K | Buy |
+489
| New | +$40.9K | 0.01% | 209 |
|
|
2019
Q1 | – | Sell |
-58,000
| Closed | -$2.13M | – | 97 |
|
|
2018
Q4 | $2.13M | Buy |
58,000
+57,508
| +11,689% | +$2.11M | 1.45% | 25 |
|
|
2018
Q3 | $20K | Buy |
492
+164
| +50% | +$6.67K | 0.01% | 217 |
|
|
2018
Q2 | $13K | Sell |
328
-44
| -12% | -$1.74K | 0.01% | 271 |
|
|
2018
Q1 | $15K | Buy |
372
+92
| +33% | +$3.71K | 0.01% | 243 |
|
|
2017
Q4 | $10K | Buy |
280
+176
| +169% | +$6.29K | 0.01% | 304 |
|
|
2017
Q3 | $3K | Sell |
104
-20
| -16% | -$577 | ﹤0.01% | 379 |
|
|
2017
Q2 | $4K | Sell |
124
-4
| -3% | -$129 | ﹤0.01% | 361 |
|
|
2017
Q1 | $4K | Buy |
128
+8
| +7% | +$250 | ﹤0.01% | 357 |
|
|
2016
Q4 | $3K | Hold |
120
| – | – | ﹤0.01% | 365 |
|
|
2016
Q3 | $3K | Sell |
120
-4
| -3% | -$100 | ﹤0.01% | 362 |
|
|
2016
Q2 | $4K | Buy |
124
+16
| +15% | +$516 | ﹤0.01% | 340 |
|
|
2016
Q1 | $3K | Buy |
108
+40
| +59% | +$1.11K | ﹤0.01% | 343 |
|
|
2015
Q4 | $1K | Buy |
+68
| New | +$1K | ﹤0.01% | 354 |
|