ProVise Management 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-2,846
| Closed | -$211K | – | 354 |
|
|
2023
Q2 | $211K | Sell |
2,846
-567
| -17% | -$42.1K | 0.02% | 322 |
|
|
2023
Q1 | $263K | Buy |
3,413
+791
| +30% | +$61K | 0.03% | 296 |
|
|
2022
Q4 | $219K | Sell |
2,622
-21
| -0.8% | -$1.76K | 0.02% | 293 |
|
|
2022
Q3 | $207K | Buy |
+2,643
| New | +$207K | 0.02% | 292 |
|
|
2022
Q2 | – | Sell |
-2,480
| Closed | -$210K | – | 357 |
|
|
2022
Q1 | $210K | Sell |
2,480
-2,861
| -54% | -$242K | 0.02% | 351 |
|
|
2021
Q4 | $499K | Sell |
5,341
-20
| -0.4% | -$1.87K | 0.05% | 240 |
|
|
2021
Q3 | $421K | Sell |
5,361
-836
| -13% | -$65.7K | 0.04% | 244 |
|
|
2021
Q2 | $454K | Buy |
6,197
+583
| +10% | +$42.7K | 0.05% | 237 |
|
|
2021
Q1 | $424K | Buy |
5,614
+1,631
| +41% | +$123K | 0.05% | 234 |
|
|
2020
Q4 | $307K | Buy |
3,983
+783
| +24% | +$60.4K | 0.04% | 259 |
|
|
2020
Q3 | $222K | Sell |
3,200
-896
| -22% | -$62.2K | 0.03% | 260 |
|
|
2020
Q2 | $246K | Sell |
4,096
-4,316
| -51% | -$259K | 0.04% | 244 |
|
|
2020
Q1 | $506K | Sell |
8,412
-2,348
| -22% | -$141K | 0.08% | 172 |
|
|
2019
Q4 | $651K | Sell |
10,760
-3,176
| -23% | -$192K | 0.08% | 177 |
|
|
2019
Q3 | $812K | Sell |
13,936
-440
| -3% | -$25.6K | 0.11% | 156 |
|
|
2019
Q2 | $736K | Buy |
14,376
+2,596
| +22% | +$133K | 0.1% | 164 |
|
|
2019
Q1 | $569K | Buy |
11,780
+2,892
| +33% | +$140K | 0.08% | 182 |
|
|
2018
Q4 | $386K | Buy |
+8,888
| New | +$386K | 0.06% | 211 |
|