Retirement Income Solutions’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 |
-3,528
| Closed | -$272K | – | 143 |
|
|
2023
Q1 | $272K | Hold |
3,528
| – | – | 0.08% | 109 |
|
|
2022
Q4 | $295K | Buy |
+3,528
| New | +$295K | 0.09% | 96 |
|
|
2018
Q3 | – | Sell |
-9,888
| Closed | -$413K | – | 70 |
|
|
2018
Q2 | $413K | Sell |
9,888
-144
| -1% | -$6.02K | 0.25% | 42 |
|
|
2018
Q1 | $410K | Sell |
10,032
-84
| -0.8% | -$3.43K | 0.25% | 36 |
|
|
2017
Q4 | $395K | Buy |
+10,116
| New | +$395K | 0.23% | 48 |
|