Ratio Wealth 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 |
-2,869
| Closed | -$213K | – | 72 |
|
|
2023
Q2 | $213K | Buy |
+2,869
| New | +$213K | 0.05% | 61 |
|
|
2022
Q4 | $220K | Hold |
2,636
| – | – | 0.06% | 58 |
|
|
2022
Q3 | $207K | Sell |
2,636
-36
| -1% | -$2.82K | 0.07% | 56 |
|
|
2022
Q2 | $207K | Hold |
2,672
| – | – | 0.07% | 52 |
|
|
2022
Q1 | $226K | Hold |
2,672
| – | – | 0.07% | 51 |
|
|
2021
Q4 | $249K | Hold |
2,672
| – | – | 0.08% | 46 |
|
|
2021
Q3 | $210K | Buy |
+2,672
| New | +$210K | 0.07% | 56 |
|
|
2021
Q2 | – | Sell |
-2,672
| Closed | -$202K | – | 50 |
|
|
2021
Q1 | $202K | Hold |
2,672
| – | – | 0.08% | 45 |
|
|
2020
Q4 | $206K | Buy |
+2,672
| New | +$206K | 0.11% | 47 |
|