Oak Family Advisors’s NextEra Energy, Inc. NEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-2,836
| Closed | -$240K | – | 142 |
|
|
2022
Q1 | $240K | Buy |
2,836
+1
| +0% | +$85 | 0.09% | 127 |
|
|
2021
Q4 | $265K | Hold |
2,835
| – | – | 0.1% | 131 |
|
|
2021
Q3 | $223K | Buy |
2,835
+1
| +0% | +$79 | 0.08% | 135 |
|
|
2021
Q2 | $208K | Buy |
2,834
+1
| +0% | +$73 | 0.09% | 94 |
|
|
2021
Q1 | $214K | Sell |
2,833
-500
| -15% | -$37.8K | 0.09% | 84 |
|
|
2020
Q4 | $257K | Buy |
+3,333
| New | +$257K | 0.13% | 86 |
|