Personal Wealth Partners’s NextEra Energy, Inc. NEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-3,300
| Closed | -$280K | – | 46 |
|
|
2022
Q1 | $280K | Hold |
3,300
| – | – | 0.12% | 66 |
|
|
2021
Q4 | $308K | Hold |
3,300
| – | – | 0.13% | 64 |
|
|
2021
Q3 | $259K | Hold |
3,300
| – | – | 0.11% | 64 |
|
|
2021
Q2 | $242K | Hold |
3,300
| – | – | 0.1% | 72 |
|
|
2021
Q1 | $250K | Hold |
3,300
| – | – | 0.11% | 66 |
|
|
2020
Q4 | $255K | Hold |
3,300
| – | – | 0.12% | 58 |
|
|
2020
Q3 | $229K | Buy |
+3,300
| New | +$229K | 0.12% | 63 |
|
|
2020
Q1 | – | Sell |
-3,300
| Closed | -$200K | – | 412 |
|
|
2019
Q4 | $200K | Hold |
3,300
| – | – | 0.09% | 70 |
|
|
2019
Q3 | $192K | Buy |
3,300
+1,368
| +71% | +$79.6K | 0.09% | 69 |
|
|
2019
Q2 | $99K | Buy |
+1,932
| New | +$99K | 0.05% | 90 |
|
|
2019
Q1 | – | Sell |
-4,804
| Closed | -$209K | – | 68 |
|
|
2018
Q4 | $209K | Buy |
+4,804
| New | +$209K | 0.13% | 36 |
|