Old Port 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-2,640
| Closed | -$223K | – | 238 |
|
|
2024
Q3 | $223K | Buy |
+2,640
| New | +$223K | 0.06% | 216 |
|
|
2023
Q1 | $259K | Sell |
3,302
-91
| -3% | -$7.13K | 0.09% | 182 |
|
|
2022
Q4 | $284K | Sell |
3,393
-18
| -0.5% | -$1.51K | 0.11% | 174 |
|
|
2022
Q3 | $279K | Hold |
3,411
| – | – | 0.11% | 175 |
|
|
2022
Q2 | $270K | Sell |
3,411
-80
| -2% | -$6.33K | 0.1% | 184 |
|
|
2022
Q1 | $299K | Buy |
3,491
+18
| +0.5% | +$1.54K | 0.1% | 185 |
|
|
2021
Q4 | $298K | Buy |
3,473
+402
| +13% | +$34.5K | 0.1% | 181 |
|
|
2021
Q3 | $249K | Buy |
3,071
+15
| +0.5% | +$1.22K | 0.09% | 187 |
|
|
2021
Q2 | $231K | Buy |
3,056
+191
| +7% | +$14.4K | 0.08% | 200 |
|
|
2021
Q1 | $217K | Buy |
+2,865
| New | +$217K | 0.09% | 201 |
|
|
2020
Q4 | – | Sell |
-3,468
| Closed | -$241K | – | 193 |
|
|
2020
Q3 | $241K | Buy |
3,468
+56
| +2% | +$3.89K | 0.12% | 151 |
|
|
2020
Q2 | $205K | Hold |
3,412
| – | – | 0.11% | 162 |
|
|
2020
Q1 | $205K | Buy |
+3,412
| New | +$205K | 0.13% | 154 |
|