Paladin Advisory Group’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 |
-633
| Closed | -$36.3K | – | 246 |
|
|
2023
Q3 | $36.3K | Hold |
633
| – | – | 0.03% | 164 |
|
|
2023
Q2 | $47K | Hold |
633
| – | – | 0.04% | 157 |
|
|
2023
Q1 | $48.8K | Buy |
+633
| New | +$48.8K | 0.04% | 152 |
|
|
2022
Q4 | – | Hold |
0
| – | – | – | 159 |
|
|
2022
Q3 | – | Hold |
0
| – | – | – | 160 |
|
|
2022
Q2 | – | Sell |
-633
| Closed | -$54K | – | 161 |
|
|
2022
Q1 | $54K | Buy |
+633
| New | +$54K | 0.04% | 165 |
|
|
2021
Q4 | – | Hold |
0
| – | – | – | 157 |
|