Morningstar Investment 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
Q4 | – | Sell |
-10,696
| Closed | -$904K | – | 308 |
|
|
2024
Q3 | $904K | Buy |
10,696
+1,439
| +16% | +$122K | 0.01% | 220 |
|
|
2024
Q2 | $682K | Buy |
9,257
+2,397
| +35% | +$177K | 0.01% | 221 |
|
|
2024
Q1 | $438K | Sell |
6,860
-5,846
| -46% | -$373K | ﹤0.01% | 248 |
|
|
2023
Q4 | $775K | Buy |
12,706
+6,284
| +98% | +$383K | ﹤0.01% | 249 |
|
|
2023
Q3 | $367K | Buy |
6,422
+3,680
| +134% | +$210K | ﹤0.01% | 226 |
|
|
2023
Q2 | $200K | Buy |
+2,742
| New | +$200K | ﹤0.01% | 243 |
|
|
2022
Q3 | – | Sell |
-2,946
| Closed | -$224K | – | 229 |
|
|
2022
Q2 | $224K | Buy |
+2,946
| New | +$224K | ﹤0.01% | 208 |
|