PAX Financial 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 |
-10,698
| Closed | -$613K | – | 240 |
|
|
2023
Q3 | $613K | Buy |
10,698
+728
| +7% | +$41.7K | 0.14% | 135 |
|
|
2023
Q2 | $740K | Sell |
9,970
-467
| -4% | -$34.7K | 0.17% | 96 |
|
|
2023
Q1 | $804K | Buy |
10,437
+95
| +0.9% | +$7.32K | 0.19% | 81 |
|
|
2022
Q4 | $865K | Sell |
10,342
-980
| -9% | -$81.9K | 0.22% | 71 |
|
|
2022
Q3 | $888K | Sell |
11,322
-53
| -0.5% | -$4.16K | 0.23% | 63 |
|
|
2022
Q2 | $881K | Buy |
11,375
+978
| +9% | +$75.7K | 0.22% | 61 |
|
|
2022
Q1 | $881K | Buy |
10,397
+856
| +9% | +$72.5K | 0.2% | 82 |
|
|
2021
Q4 | $891K | Sell |
9,541
-2,284
| -19% | -$213K | 0.2% | 77 |
|
|
2021
Q3 | $929K | Buy |
11,825
+593
| +5% | +$46.6K | 0.23% | 62 |
|
|
2021
Q2 | $823K | Buy |
11,232
+963
| +9% | +$70.6K | 0.21% | 76 |
|
|
2021
Q1 | $776K | Buy |
10,269
+1,253
| +14% | +$94.7K | 0.22% | 66 |
|
|
2020
Q4 | $696K | Buy |
9,016
+1,676
| +23% | +$129K | 0.22% | 50 |
|
|
2020
Q3 | $509K | Buy |
7,340
+140
| +2% | +$9.71K | 0.18% | 78 |
|
|
2020
Q2 | $432K | Buy |
7,200
+220
| +3% | +$13.2K | 0.16% | 83 |
|
|
2020
Q1 | $418K | Buy |
+6,980
| New | +$418K | 0.18% | 62 |
|