Sanctuary Wealth Management’s NextEra Energy, Inc. NEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $103K | Hold |
1,432
| – | – | 0.07% | 66 |
|
|
2024
Q3 | $121K | Hold |
1,432
| – | – | 0.09% | 61 |
|
|
2024
Q2 | $101K | Hold |
1,432
| – | – | 0.08% | 65 |
|
|
2024
Q1 | $91.5K | Hold |
1,432
| – | – | 0.07% | 67 |
|
|
2023
Q4 | $87K | Hold |
1,432
| – | – | 0.08% | 64 |
|
|
2023
Q3 | $82K | Sell |
1,432
-16
| -1% | -$917 | 0.09% | 59 |
|
|
2023
Q2 | $107K | Buy |
+1,448
| New | +$107K | 0.11% | 50 |
|
|
2022
Q4 | $121K | Buy |
+1,448
| New | +$121K | 0.14% | 35 |
|