San Luis 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-3,953
| Closed | -$293K | – | 124 |
|
|
2023
Q2 | $293K | Sell |
3,953
-856
| -18% | -$63.4K | 0.1% | 143 |
|
|
2023
Q1 | $371K | Sell |
4,809
-888
| -16% | -$68.5K | 0.14% | 121 |
|
|
2022
Q4 | $476K | Sell |
5,697
-3,009
| -35% | -$251K | 0.44% | 51 |
|
|
2022
Q3 | $683K | Buy |
8,706
+3,151
| +57% | +$247K | 0.72% | 41 |
|
|
2022
Q2 | $430K | Sell |
5,555
-2,124
| -28% | -$164K | 0.49% | 41 |
|
|
2022
Q1 | $717K | Hold |
7,679
| – | – | 0.35% | 65 |
|
|
2021
Q4 | $717K | Sell |
7,679
-2,989
| -28% | -$279K | 0.73% | 36 |
|
|
2021
Q3 | $838K | Buy |
+10,668
| New | +$838K | 0.47% | 64 |
|
|
2020
Q4 | $896K | Buy |
+11,612
| New | +$896K | 0.58% | 42 |
|