Okabena 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-268
| Closed | -$19.9K | – | 135 |
|
|
2023
Q2 | $19.9K | Sell |
268
-6,720
| -96% | -$499K | 0.01% | 94 |
|
|
2023
Q1 | $539K | Hold |
6,988
| – | – | 0.38% | 50 |
|
|
2022
Q4 | $584K | Sell |
6,988
-5,362
| -43% | -$448K | 0.39% | 59 |
|
|
2022
Q3 | $968K | Buy |
12,350
+6,988
| +130% | +$548K | 0.47% | 62 |
|
|
2022
Q2 | $415K | Hold |
5,362
| – | – | 0.21% | 71 |
|
|
2022
Q1 | $454K | Hold |
5,362
| – | – | 0.19% | 79 |
|
|
2021
Q4 | $501K | Hold |
5,362
| – | – | 0.19% | 79 |
|
|
2021
Q3 | $421K | Hold |
5,362
| – | – | 0.22% | 64 |
|
|
2021
Q2 | $393K | Buy |
+5,362
| New | +$393K | 0.18% | 65 |
|