PRW 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-2,714
| Closed | -$208K | – | 102 |
|
|
2023
Q1 | $208K | Buy |
2,714
+2
| +0.1% | +$153 | 0.08% | 105 |
|
|
2022
Q4 | $227K | Hold |
2,712
| – | – | 0.1% | 59 |
|
|
2022
Q3 | $213K | Hold |
2,712
| – | – | 0.1% | 90 |
|
|
2022
Q2 | $210K | Hold |
2,712
| – | – | 0.12% | 88 |
|
|
2022
Q1 | $229K | Hold |
2,712
| – | – | 0.1% | 99 |
|
|
2021
Q4 | $254K | Buy |
+2,712
| New | +$254K | 0.12% | 83 |
|
|
2021
Q3 | – | Sell |
-35,469
| Closed | -$2.6M | – | 222 |
|
|
2021
Q2 | $2.6M | Buy |
35,469
+32,757
| +1,208% | +$2.4M | 0.76% | 31 |
|
|
2021
Q1 | $205K | Buy |
+2,712
| New | +$205K | 0.1% | 91 |
|
|
2019
Q2 | – | Sell |
-848
| Closed | -$41K | – | 452 |
|
|
2019
Q1 | $41K | Sell |
848
-264
| -24% | -$12.8K | 0.04% | 162 |
|
|
2018
Q4 | $49K | Buy |
+1,112
| New | +$49K | 0.06% | 137 |
|