RGT Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $305K | Sell |
3,892
-881
| -18% | -$69K | 0.05% | 59 |
|
|
2022
Q2 | $370K | Buy |
4,773
+122
| +3% | +$9.46K | 0.06% | 63 |
|
|
2022
Q1 | $394K | Buy |
4,651
+38
| +0.8% | +$3.22K | 0.06% | 62 |
|
|
2021
Q4 | $431K | Sell |
4,613
-1,607
| -26% | -$150K | 0.07% | 62 |
|
|
2021
Q3 | $488K | Hold |
6,220
| – | – | 0.1% | 27 |
|
|
2021
Q2 | $456K | Sell |
6,220
-120
| -2% | -$8.8K | 0.08% | 31 |
|
|
2021
Q1 | $479K | Sell |
6,340
-100
| -2% | -$7.56K | 0.09% | 29 |
|
|
2020
Q4 | $497K | Hold |
6,440
| – | – | 0.1% | 29 |
|
|
2020
Q3 | $447K | Buy |
6,440
+184
| +3% | +$12.8K | 0.11% | 20 |
|
|
2020
Q2 | $376K | Sell |
6,256
-1,928
| -24% | -$116K | 0.11% | 23 |
|
|
2020
Q1 | $492K | Buy |
8,184
+1,964
| +32% | +$118K | 0.32% | 16 |
|
|
2019
Q4 | $377K | Hold |
6,220
| – | – | 1.14% | 23 |
|
|
2019
Q3 | $362K | Hold |
6,220
| – | – | 1.05% | 24 |
|
|
2019
Q2 | $319K | Buy |
+6,220
| New | +$319K | 1.01% | 24 |
|