Moneywise Inc’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 |
-2,696
| Closed | -$228K | – | 60 |
|
|
2024
Q3 | $228K | Sell |
2,696
-140
| -5% | -$11.8K | 0.11% | 57 |
|
|
2024
Q2 | $201K | Buy |
+2,836
| New | +$201K | 0.11% | 57 |
|
|
2023
Q3 | – | Sell |
-2,836
| Closed | -$210K | – | 51 |
|
|
2023
Q2 | $210K | Hold |
2,836
| – | – | 0.13% | 49 |
|
|
2023
Q1 | $219K | Hold |
2,836
| – | – | 0.14% | 47 |
|
|
2022
Q4 | $237K | Sell |
2,836
-1,044
| -27% | -$87.3K | 0.18% | 43 |
|
|
2022
Q3 | $304K | Hold |
3,880
| – | – | 0.25% | 40 |
|
|
2022
Q2 | $301K | Hold |
3,880
| – | – | 0.23% | 40 |
|
|
2022
Q1 | $329K | Buy |
3,880
+140
| +4% | +$11.9K | 0.22% | 36 |
|
|
2021
Q4 | $349K | Sell |
3,740
-327
| -8% | -$30.5K | 0.22% | 38 |
|
|
2021
Q3 | $319K | Hold |
4,067
| – | – | 0.21% | 39 |
|
|
2021
Q2 | $298K | Hold |
4,067
| – | – | 0.2% | 39 |
|
|
2021
Q1 | $308K | Buy |
+4,067
| New | +$308K | 0.21% | 41 |
|