Planning Capital Management Corporation’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
$273K Buy
3,225
+384
+14% +$32.5K 0.18% 70
2024
Q2
$201K Sell
2,841
-94
-3% -$6.66K 0.14% 86
2024
Q1
$188K Buy
2,935
+729
+33% +$46.6K 0.14% 86
2023
Q4
$134K Buy
+2,206
New +$134K 0.1% 110