Realta Investment Advisors’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
Q4 | – | Sell |
-2,828
| Closed | -$234K | – | 385 |
|
|
2024
Q3 | $234K | Sell |
2,828
-3,754
| -57% | -$311K | 0.11% | 165 |
|
|
2024
Q2 | $466K | Buy |
6,582
+2,240
| +52% | +$159K | 0.09% | 237 |
|
|
2024
Q1 | $278K | Sell |
4,342
-577
| -12% | -$36.9K | 0.06% | 329 |
|
|
2023
Q4 | $299K | Buy |
4,919
+213
| +5% | +$12.9K | 0.07% | 312 |
|
|
2023
Q3 | $349K | Sell |
4,706
-700
| -13% | -$51.9K | 0.08% | 260 |
|
|
2023
Q2 | $401K | Buy |
5,406
+856
| +19% | +$63.5K | 0.09% | 249 |
|
|
2023
Q1 | $351K | Sell |
4,550
-779
| -15% | -$60K | 0.09% | 264 |
|
|
2022
Q4 | $445K | Buy |
5,329
+46
| +0.9% | +$3.85K | 0.11% | 223 |
|
|
2022
Q3 | $414K | Buy |
5,283
+202
| +4% | +$15.8K | 0.11% | 220 |
|
|
2022
Q2 | $409K | Sell |
5,081
-2,600
| -34% | -$209K | 0.1% | 219 |
|
|
2022
Q1 | $651K | Buy |
7,681
+232
| +3% | +$19.7K | 0.13% | 174 |
|
|
2021
Q4 | $695K | Buy |
7,449
+15
| +0.2% | +$1.4K | 0.15% | 166 |
|
|
2021
Q3 | $584K | Sell |
7,434
-81
| -1% | -$6.36K | 0.14% | 179 |
|
|
2021
Q2 | $551K | Buy |
7,515
+267
| +4% | +$19.6K | 0.13% | 191 |
|
|
2021
Q1 | $548K | Buy |
7,248
+2,429
| +50% | +$184K | 0.14% | 182 |
|
|
2020
Q4 | $372K | Buy |
4,819
+43
| +0.9% | +$3.32K | 0.11% | 210 |
|
|
2020
Q3 | $331K | Buy |
4,776
+144
| +3% | +$9.98K | 0.11% | 210 |
|
|
2020
Q2 | $278K | Sell |
4,632
-16
| -0.3% | -$960 | 0.09% | 260 |
|
|
2020
Q1 | $279K | Buy |
4,648
+464
| +11% | +$27.9K | 0.12% | 215 |
|
|
2019
Q4 | $244K | Sell |
4,184
-3,304
| -44% | -$193K | 0.07% | 298 |
|
|
2019
Q3 | $436K | Sell |
7,488
-88
| -1% | -$5.12K | 0.12% | 197 |
|
|
2019
Q2 | $389K | Buy |
7,576
+1,216
| +19% | +$62.4K | 0.11% | 214 |
|
|
2019
Q1 | $308K | Buy |
+6,360
| New | +$308K | 0.14% | 198 |
|