Oxler Private Wealth’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
Q4 | – | Sell |
-43,310
| Closed | -$2.48M | – | 84 |
|
|
2023
Q3 | $2.48M | Buy |
43,310
+293
| +0.7% | +$16.8K | 1.25% | 21 |
|
|
2023
Q2 | $3.19M | Buy |
43,017
+271
| +0.6% | +$20.1K | 1.52% | 15 |
|
|
2023
Q1 | $3.29M | Buy |
42,746
+271
| +0.6% | +$20.9K | 1.63% | 16 |
|
|
2022
Q4 | $3.55M | Buy |
42,475
+205
| +0.5% | +$17.1K | 1.91% | 14 |
|
|
2022
Q3 | $3.31M | Buy |
42,270
+198
| +0.5% | +$15.5K | 1.85% | 12 |
|
|
2022
Q2 | $3.26M | Buy |
42,072
+240
| +0.6% | +$18.6K | 1.57% | 18 |
|
|
2022
Q1 | $3.54M | Buy |
41,832
+219
| +0.5% | +$18.5K | 1.6% | 14 |
|
|
2021
Q4 | $3.89M | Buy |
41,613
+176
| +0.4% | +$16.4K | 1.61% | 13 |
|
|
2021
Q3 | $3.25M | Hold |
41,437
| – | – | 1.43% | 15 |
|
|
2021
Q2 | $3.04M | Hold |
41,437
| – | – | 1.32% | 16 |
|
|
2021
Q1 | $3.13M | Buy |
41,437
+237
| +0.6% | +$17.9K | 1.59% | 16 |
|
|
2020
Q4 | $3.18M | Buy |
+41,200
| New | +$3.18M | 1.79% | 16 |
|