PFS Investments’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
Q2 | $6.46M | Buy |
87,097
+4,661
| +6% | +$346K | 0.11% | 186 |
|
|
2023
Q1 | $6.51M | Buy |
82,436
+4,873
| +6% | +$385K | 0.11% | 167 |
|
|
2022
Q4 | $6.48M | Sell |
77,563
-225
| -0.3% | -$18.8K | 0.12% | 160 |
|
|
2022
Q3 | $6.1K | Buy |
77,788
+2,657
| +4% | +$208 | 0.11% | 152 |
|
|
2022
Q2 | $5.82M | Sell |
75,131
-33,233
| -31% | -$2.57M | 0.12% | 168 |
|
|
2022
Q1 | $9.18M | Buy |
108,364
+1,144
| +1% | +$96.9K | 0.17% | 129 |
|
|
2021
Q4 | $10M | Buy |
107,220
+1,955
| +2% | +$183K | 0.19% | 127 |
|
|
2021
Q3 | $8.9M | Buy |
105,265
+5,663
| +6% | +$479K | 0.18% | 124 |
|
|
2021
Q2 | $7.47M | Buy |
99,602
+5,368
| +6% | +$403K | 0.17% | 131 |
|
|
2021
Q1 | $7.13M | Buy |
94,234
+10,033
| +12% | +$759K | 0.18% | 127 |
|
|
2020
Q4 | $6.71M | Buy |
84,201
+10,793
| +15% | +$860K | 0.19% | 119 |
|
|
2020
Q3 | $5.09M | Buy |
73,408
+2,304
| +3% | +$160K | 0.17% | 128 |
|
|
2020
Q2 | $4.27M | Buy |
71,104
+17,756
| +33% | +$1.07M | 0.16% | 122 |
|
|
2020
Q1 | $3.21M | Buy |
53,348
+22,184
| +71% | +$1.33M | 0.14% | 114 |
|
|
2019
Q4 | $1.89M | Buy |
31,164
+15,776
| +103% | +$955K | 0.07% | 152 |
|
|
2019
Q3 | $896K | Buy |
15,388
+7,508
| +95% | +$437K | 0.04% | 156 |
|
|
2019
Q2 | $410K | Buy |
+7,880
| New | +$410K | 0.02% | 160 |
|