Provident Wealth Management’s NextEra Energy, Inc. NEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-2,415
| Closed | -$225K | – | 104 |
|
|
2021
Q4 | $225K | Buy |
+2,415
| New | +$225K | 0.15% | 53 |
|
|
2020
Q4 | – | Sell |
-2,304
| Closed | -$160K | – | 195 |
|
|
2020
Q3 | $160K | Sell |
2,304
-2,000
| -46% | -$139K | 0.19% | 51 |
|
|
2020
Q2 | $258K | Sell |
4,304
-84
| -2% | -$5.04K | 0.28% | 34 |
|
|
2020
Q1 | $264K | Sell |
4,388
-248
| -5% | -$14.9K | 0.32% | 37 |
|
|
2019
Q4 | $281K | Buy |
+4,636
| New | +$281K | 0.25% | 40 |
|