Pacific Capital Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-108
| Closed | -$7.74K | – | 268 |
|
|
2024
Q4 | $7.74K | Sell |
108
-27
| -20% | -$1.94K | ﹤0.01% | 288 |
|
|
2024
Q3 | $11.4K | Sell |
135
-162
| -55% | -$13.7K | ﹤0.01% | 287 |
|
|
2024
Q2 | $21K | Buy |
297
+229
| +337% | +$16.2K | ﹤0.01% | 230 |
|
|
2024
Q1 | $4.35K | Hold |
68
| – | – | ﹤0.01% | 335 |
|
|
2023
Q4 | $4.13K | Buy |
+68
| New | +$4.13K | ﹤0.01% | 257 |
|