Royal Harbor Partners’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
Q3 | – | Sell |
-3,040
| Closed | -$226K | – | 63 |
|
|
2023
Q2 | $226K | Hold |
3,040
| – | – | 0.11% | 68 |
|
|
2023
Q1 | $234K | Hold |
3,040
| – | – | 0.13% | 70 |
|
|
2022
Q4 | $254K | Sell |
3,040
-2,467
| -45% | -$206K | 0.16% | 64 |
|
|
2022
Q3 | $432K | Buy |
5,507
+12
| +0.2% | +$941 | 0.3% | 59 |
|
|
2022
Q2 | $426K | Buy |
5,495
+14
| +0.3% | +$1.09K | 0.29% | 55 |
|
|
2022
Q1 | $464K | Buy |
5,481
+13
| +0.2% | +$1.1K | 0.3% | 58 |
|
|
2021
Q4 | $510K | Buy |
5,468
+10
| +0.2% | +$933 | 0.32% | 56 |
|
|
2021
Q3 | $429K | Buy |
5,458
+6
| +0.1% | +$472 | 0.31% | 60 |
|
|
2021
Q2 | $400K | Buy |
5,452
+6
| +0.1% | +$440 | 0.27% | 57 |
|
|
2021
Q1 | $412K | Buy |
5,446
+2,406
| +79% | +$182K | 0.31% | 55 |
|
|
2020
Q4 | $235K | Hold |
3,040
| – | – | 0.2% | 79 |
|
|
2020
Q3 | $211K | Buy |
+3,040
| New | +$211K | 0.2% | 76 |
|