Private Advisory Group’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 |
-21,648
| Closed | -$1.31M | – | 203 |
|
|
2023
Q4 | $1.31M | Sell |
21,648
-1,897
| -8% | -$115K | 0.23% | 85 |
|
|
2023
Q3 | $1.35M | Buy |
23,545
+668
| +3% | +$38.3K | 0.27% | 86 |
|
|
2023
Q2 | $1.7M | Buy |
22,877
+2,003
| +10% | +$149K | 0.34% | 75 |
|
|
2023
Q1 | $1.61M | Buy |
20,874
+1,399
| +7% | +$108K | 0.34% | 69 |
|
|
2022
Q4 | $1.63M | Sell |
19,475
-947
| -5% | -$79.2K | 0.36% | 68 |
|
|
2022
Q3 | $1.6M | Buy |
20,422
+9,282
| +83% | +$728K | 0.37% | 68 |
|
|
2022
Q2 | $863K | Buy |
11,140
+711
| +7% | +$55.1K | 0.2% | 87 |
|
|
2022
Q1 | $883K | Buy |
10,429
+2,387
| +30% | +$202K | 0.17% | 92 |
|
|
2021
Q4 | $751K | Buy |
8,042
+1,264
| +19% | +$118K | 0.14% | 92 |
|
|
2021
Q3 | $532K | Buy |
6,778
+353
| +5% | +$27.7K | 0.13% | 92 |
|
|
2021
Q2 | $471K | Buy |
6,425
+2,178
| +51% | +$160K | 0.12% | 94 |
|
|
2021
Q1 | $321K | Buy |
+4,247
| New | +$321K | 0.09% | 110 |
|