Principal Street Partners’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 | – | Sell |
-3,353
| Closed | -$237K | – | 253 |
|
|
2024
Q2 | $237K | Sell |
3,353
-70
| -2% | -$4.96K | 0.04% | 209 |
|
|
2024
Q1 | $233K | Sell |
3,423
-4,813
| -58% | -$327K | 0.04% | 217 |
|
|
2023
Q4 | $500K | Buy |
8,236
+432
| +6% | +$26.2K | 0.12% | 118 |
|
|
2023
Q3 | $447K | Sell |
7,804
-4,964
| -39% | -$284K | 0.09% | 161 |
|
|
2023
Q2 | $947K | Sell |
12,768
-1,798
| -12% | -$133K | 0.23% | 70 |
|
|
2023
Q1 | $1.12M | Sell |
14,566
-432
| -3% | -$33.3K | 0.28% | 61 |
|
|
2022
Q4 | $1.25M | Sell |
14,998
-265
| -2% | -$22.2K | 0.32% | 57 |
|
|
2022
Q3 | $1.2M | Buy |
15,263
+2,054
| +16% | +$161K | 0.32% | 62 |
|
|
2022
Q2 | $1.02M | Sell |
13,209
-1,050
| -7% | -$81.3K | 0.27% | 65 |
|
|
2022
Q1 | $1.21M | Buy |
14,259
+86
| +0.6% | +$7.29K | 0.28% | 66 |
|
|
2021
Q4 | $1.32M | Buy |
14,173
+555
| +4% | +$51.8K | 0.32% | 62 |
|
|
2021
Q3 | $1.07M | Buy |
13,618
+652
| +5% | +$51.2K | 0.29% | 65 |
|
|
2021
Q2 | $950K | Sell |
12,966
-9,789
| -43% | -$717K | 0.25% | 80 |
|
|
2021
Q1 | $1.72M | Buy |
22,755
+10,670
| +88% | +$807K | 0.22% | 86 |
|
|
2020
Q4 | $933K | Buy |
12,085
+3,545
| +42% | +$274K | 0.29% | 76 |
|
|
2020
Q3 | $593K | Buy |
8,540
+2,036
| +31% | +$141K | 0.21% | 89 |
|
|
2020
Q2 | $391K | Sell |
6,504
-288
| -4% | -$17.3K | 0.15% | 92 |
|
|
2020
Q1 | $408K | Sell |
6,792
-8,440
| -55% | -$507K | 0.17% | 87 |
|
|
2019
Q4 | $922K | Buy |
15,232
+5,272
| +53% | +$319K | 0.21% | 85 |
|
|
2019
Q3 | $580K | Buy |
+9,960
| New | +$580K | 0.15% | 94 |
|