Presilium Private Wealth’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
Q1 | – | Sell |
-3,448
| Closed | -$209K | – | 70 |
|
|
2023
Q4 | $209K | Buy |
+3,448
| New | +$209K | 0.06% | 68 |
|
|
2023
Q3 | – | Sell |
-3,448
| Closed | -$256K | – | 59 |
|
|
2023
Q2 | $256K | Sell |
3,448
-2,299
| -40% | -$171K | 0.09% | 52 |
|
|
2023
Q1 | $443K | Buy |
5,747
+441
| +8% | +$34K | 0.17% | 35 |
|
|
2022
Q4 | $444K | Buy |
+5,306
| New | +$444K | 0.19% | 32 |
|