Physicians Financial Services’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
Q1 | – | Sell |
-2,434
| Closed | -$203K | – | 110 |
|
|
2022
Q4 | $203K | Buy |
+2,434
| New | +$203K | 0.09% | 109 |
|
|
2021
Q2 | – | Sell |
-2,720
| Closed | -$206K | – | 117 |
|
|
2021
Q1 | $206K | Buy |
+2,720
| New | +$206K | 0.09% | 112 |
|
|
2017
Q1 | – | Sell |
-3,120
| Closed | -$99K | – | 210 |
|
|
2016
Q4 | $99K | Hold |
3,120
| – | – | 0.08% | 142 |
|
|
2016
Q3 | $95K | Buy |
3,120
+2,000
| +179% | +$60.9K | 0.08% | 141 |
|
|
2016
Q2 | $37K | Buy |
1,120
+600
| +115% | +$19.8K | 0.03% | 169 |
|
|
2016
Q1 | $15K | Hold |
520
| – | – | 0.01% | 198 |
|
|
2015
Q4 | $14K | Buy |
+520
| New | +$14K | 0.01% | 219 |
|