REDW Wealth’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 |
-5,770
| Closed | -$488K | – | 149 |
|
|
2024
Q3 | $488K | Sell |
5,770
-108
| -2% | -$9.13K | 0.13% | 91 |
|
|
2024
Q2 | $416K | Sell |
5,878
-123
| -2% | -$8.71K | 0.11% | 103 |
|
|
2024
Q1 | $384K | Hold |
6,001
| – | – | 0.1% | 102 |
|
|
2023
Q4 | $365K | Hold |
6,001
| – | – | 0.1% | 101 |
|
|
2023
Q3 | $344K | Sell |
6,001
-143
| -2% | -$8.19K | 0.11% | 100 |
|
|
2023
Q2 | $456K | Buy |
6,144
+262
| +4% | +$19.4K | 0.14% | 87 |
|
|
2023
Q1 | $453K | Buy |
5,882
+386
| +7% | +$29.8K | 0.14% | 82 |
|
|
2022
Q4 | $459K | Sell |
5,496
-235
| -4% | -$19.6K | 0.16% | 73 |
|
|
2022
Q3 | $449K | Buy |
5,731
+147
| +3% | +$11.5K | 0.17% | 75 |
|
|
2022
Q2 | $433K | Hold |
5,584
| – | – | 0.16% | 71 |
|
|
2022
Q1 | $473K | Hold |
5,584
| – | – | 0.14% | 68 |
|
|
2021
Q4 | $521K | Hold |
5,584
| – | – | 0.15% | 62 |
|
|
2021
Q3 | $438K | Hold |
5,584
| – | – | 0.14% | 67 |
|
|
2021
Q2 | $409K | Hold |
5,584
| – | – | 0.13% | 71 |
|
|
2021
Q1 | $422K | Hold |
5,584
| – | – | 0.14% | 67 |
|
|
2020
Q4 | $431K | Hold |
5,584
| – | – | 0.16% | 59 |
|
|
2020
Q3 | $387K | Sell |
5,584
-40
| -0.7% | -$2.77K | 0.16% | 55 |
|
|
2020
Q2 | $338K | Buy |
5,624
+40
| +0.7% | +$2.4K | 0.17% | 56 |
|
|
2020
Q1 | $336K | Hold |
5,584
| – | – | 0.21% | 49 |
|
|
2019
Q4 | $338K | Hold |
5,584
| – | – | 0.19% | 57 |
|
|
2019
Q3 | $325K | Hold |
5,584
| – | – | 0.19% | 55 |
|
|
2019
Q2 | $286K | Hold |
5,584
| – | – | 0.17% | 61 |
|
|
2019
Q1 | $270K | Hold |
5,584
| – | – | 0.17% | 61 |
|
|
2018
Q4 | $243K | Sell |
5,584
-400
| -7% | -$17.4K | 0.17% | 61 |
|
|
2018
Q3 | $251K | Hold |
5,984
| – | – | 0.17% | 68 |
|
|
2018
Q2 | $250K | Hold |
5,984
| – | – | 0.18% | 65 |
|
|
2018
Q1 | $244K | Hold |
5,984
| – | – | 0.18% | 66 |
|
|
2017
Q4 | $234K | Hold |
5,984
| – | – | 0.18% | 70 |
|
|
2017
Q3 | $219K | Hold |
5,984
| – | – | 0.18% | 70 |
|
|
2017
Q2 | $210K | Buy |
+5,984
| New | +$210K | 0.21% | 67 |
|