Retirement Planning Group (Kansas)’s NextEra Energy, Inc. NEE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q1 | – | Sell |
-2,449
| Closed | -$229K | – | 115 |
|
2021
Q4 | $229K | Buy |
+2,449
| New | +$229K | 0.02% | 99 |
|
2021
Q2 | – | Sell |
-3,017
| Closed | -$228K | – | 86 |
|
2021
Q1 | $228K | Hold |
3,017
| – | – | 0.03% | 56 |
|
2020
Q4 | $233K | Sell |
3,017
-199
| -6% | -$15.4K | 0.03% | 57 |
|
2020
Q3 | $223K | Buy |
+3,216
| New | +$223K | 0.04% | 55 |
|
2020
Q2 | – | Sell |
-3,392
| Closed | -$204K | – | 60 |
|
2020
Q1 | $204K | Hold |
3,392
| – | – | 0.05% | 56 |
|
2019
Q4 | $205K | Buy |
+3,392
| New | +$205K | 0.04% | 74 |
|