OCPWS
One Charles Private Wealth Services’s NextEra Energy, Inc. NEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-2,528
| Closed | -$214K | – | 157 |
|
|
2024
Q3 | $214K | Buy |
+2,528
| New | +$214K | 0.08% | 144 |
|
|
2023
Q3 | – | Sell |
-2,840
| Closed | -$211K | – | 128 |
|
|
2023
Q2 | $211K | Hold |
2,840
| – | – | 0.12% | 119 |
|
|
2023
Q1 | $219K | Hold |
2,840
| – | – | 0.14% | 114 |
|
|
2022
Q4 | $237K | Buy |
2,840
+22
| +0.8% | +$1.84K | 0.15% | 101 |
|
|
2022
Q3 | $221K | Hold |
2,818
| – | – | 0.15% | 109 |
|
|
2022
Q2 | $226K | Buy |
2,818
+95
| +3% | +$7.62K | 0.15% | 104 |
|
|
2022
Q1 | $231K | Sell |
2,723
-61
| -2% | -$5.18K | 0.14% | 105 |
|
|
2021
Q4 | $260K | Buy |
2,784
+65
| +2% | +$6.07K | 0.15% | 101 |
|
|
2021
Q3 | $214K | Sell |
2,719
-1,584
| -37% | -$125K | 0.12% | 113 |
|
|
2021
Q2 | $315K | Buy |
4,303
+1,013
| +31% | +$74.2K | 0.21% | 78 |
|
|
2021
Q1 | $249K | Buy |
3,290
+246
| +8% | +$18.6K | 1.14% | 29 |
|
|
2020
Q4 | $235K | Buy |
+3,044
| New | +$235K | 2.23% | 20 |
|
|
2020
Q3 | – | Sell |
-1,096
| Closed | -$311K | – | 66 |
|
|
2020
Q2 | $311K | Buy |
+1,096
| New | +$311K | 0.16% | 67 |
|