National Wealth Management Group’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
Q2 | – | Sell |
-3,219
| Closed | -$206K | – | 144 |
|
|
2024
Q1 | $206K | Buy |
+3,219
| New | +$206K | 0.16% | 126 |
|
|
2023
Q1 | – | Sell |
-2,559
| Closed | -$214K | – | 155 |
|
|
2022
Q4 | $214K | Sell |
2,559
-236
| -8% | -$19.7K | 0.26% | 124 |
|
|
2022
Q3 | $219K | Buy |
+2,795
| New | +$219K | 0.28% | 112 |
|
|
2022
Q2 | – | Sell |
-2,495
| Closed | -$211K | – | 130 |
|
|
2022
Q1 | $211K | Sell |
2,495
-200
| -7% | -$16.9K | 0.2% | 103 |
|
|
2021
Q4 | $252K | Buy |
+2,695
| New | +$252K | 0.24% | 104 |
|