PA
Paragon Advisors’s NextEra Energy, Inc. NEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-38,260
| Closed | -$2.19M | – | 121 |
|
|
2023
Q3 | $2.19M | Buy |
38,260
+24,696
| +182% | +$1.41M | 0.91% | 26 |
|
|
2023
Q2 | $1.01M | Sell |
13,564
-4,277
| -24% | -$317K | 0.33% | 63 |
|
|
2023
Q1 | $1.38M | Buy |
+17,841
| New | +$1.38M | 0.46% | 53 |
|
|
2020
Q2 | – | Sell |
-2,349
| Closed | -$565K | – | 92 |
|
|
2020
Q1 | $565K | Sell |
2,349
-286
| -11% | -$68.8K | 0.75% | 28 |
|
|
2019
Q4 | $642K | Buy |
+2,635
| New | +$642K | 0.69% | 31 |
|