Parisi Gray Wealth Management’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
Q3 | – | Sell |
-3,599
| Closed | -$277K | – | 108 |
|
|
2023
Q2 | $277K | Hold |
3,599
| – | – | 0.13% | 83 |
|
|
2023
Q1 | $277K | Sell |
3,599
-20
| -0.6% | -$1.54K | 0.17% | 68 |
|
|
2022
Q4 | $303K | Sell |
3,619
-14
| -0.4% | -$1.17K | 0.15% | 80 |
|
|
2022
Q3 | $285K | Buy |
3,633
+17
| +0.5% | +$1.33K | 0.22% | 66 |
|
|
2022
Q2 | $280K | Buy |
3,616
+80
| +2% | +$6.2K | 0.15% | 84 |
|
|
2022
Q1 | $300K | Buy |
3,536
+163
| +5% | +$13.8K | 0.12% | 98 |
|
|
2021
Q4 | $315K | Buy |
3,373
+140
| +4% | +$13.1K | 0.12% | 100 |
|
|
2021
Q3 | $256K | Sell |
3,233
-10
| -0.3% | -$792 | 0.11% | 109 |
|
|
2021
Q2 | $238K | Buy |
3,243
+159
| +5% | +$11.7K | 0.09% | 114 |
|
|
2021
Q1 | $233K | Buy |
3,084
+184
| +6% | +$13.9K | 0.1% | 114 |
|
|
2020
Q4 | $224K | Buy |
+2,900
| New | +$224K | 0.1% | 112 |
|
|
2019
Q2 | – | Sell |
-932
| Closed | -$45K | – | 323 |
|
|
2019
Q1 | $45K | Hold |
932
| – | – | 0.03% | 231 |
|
|
2018
Q4 | $40K | Hold |
932
| – | – | 0.03% | 233 |
|
|
2018
Q3 | $39K | Hold |
932
| – | – | 0.02% | 258 |
|
|
2018
Q2 | $40K | Hold |
932
| – | – | 0.03% | 262 |
|
|
2018
Q1 | $38K | Hold |
932
| – | – | 0.03% | 256 |
|
|
2017
Q4 | $36K | Buy |
+932
| New | +$36K | 0.03% | 264 |
|