Mirabella Financial Services’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
Q1 | – | Sell |
-4,102
| Closed | -$249K | – | 650 |
|
|
2023
Q4 | $249K | Sell |
4,102
-7,929
| -66% | -$482K | 0.03% | 312 |
|
|
2023
Q3 | $689K | Buy |
+12,031
| New | +$689K | 0.1% | 188 |
|
|
2023
Q2 | – | Sell |
-7,067
| Closed | -$545K | – | 597 |
|
|
2023
Q1 | $545K | Sell |
7,067
-2,293
| -24% | -$177K | 0.08% | 196 |
|
|
2022
Q4 | $782K | Sell |
9,360
-12,834
| -58% | -$1.07M | 0.07% | 154 |
|
|
2022
Q3 | $1.77M | Buy |
22,194
+17,625
| +386% | +$1.41M | 0.18% | 82 |
|
|
2022
Q2 | $354K | Buy |
+4,569
| New | +$354K | 0.03% | 302 |
|
|
2021
Q1 | – | Sell |
-66,860
| Closed | -$5.16M | – | 369 |
|
|
2020
Q4 | $5.16M | Buy |
66,860
+61,632
| +1,179% | +$4.75M | 0.64% | 64 |
|
|
2020
Q3 | $363K | Buy |
5,228
+1,448
| +38% | +$101K | 0.05% | 182 |
|
|
2020
Q2 | $227K | Buy |
+3,780
| New | +$227K | 0.05% | 138 |
|