Peterson 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $8.53K | Buy |
+101
| New | +$8.53K | 0.03% | 230 |
|
|
2023
Q1 | – | Sell |
-14,519
| Closed | -$1.21M | – | 56 |
|
|
2022
Q4 | $1.21M | Sell |
14,519
-8,170
| -36% | -$683K | 1.6% | 24 |
|
|
2022
Q3 | $1.78M | Buy |
22,689
+383
| +2% | +$30K | 1.73% | 19 |
|
|
2022
Q2 | $1.73M | Buy |
22,306
+1,912
| +9% | +$148K | 1.63% | 21 |
|
|
2022
Q1 | $1.73M | Buy |
20,394
+1,440
| +8% | +$122K | 1.43% | 28 |
|
|
2021
Q4 | $1.77M | Buy |
+18,954
| New | +$1.77M | 1.44% | 25 |
|