Sarah T. Connolly’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
Q4
$284K Sell
4,675
-39,860
-90% -$2.42M 25.64% 2
2023
Q3
$2.55M Buy
44,535
+5,723
+15% +$328K 1.68% 19
2023
Q2
$2.88M Sell
38,812
-418
-1% -$31K 1.74% 17
2023
Q1
$3.02M Buy
39,230
+5,751
+17% +$443K 1.92% 12
2022
Q4
$2.8M Buy
33,479
+122
+0.4% +$10.2K 1.9% 14
2022
Q3
$2.62M Sell
33,357
-3,714
-10% -$291K 1.92% 13
2022
Q2
$2.87M Buy
37,071
+107
+0.3% +$8.29K 1.96% 11
2022
Q1
$3.13M Buy
36,964
+1,139
+3% +$96.5K 1.83% 14
2021
Q4
$3.35M Buy
35,825
+627
+2% +$58.5K 1.87% 14
2021
Q3
$2.76M Buy
35,198
+20
+0.1% +$1.57K 2.27% 8
2021
Q2
$2.58M Buy
35,178
+120
+0.3% +$8.79K 2.11% 10
2021
Q1
$2.65M Sell
35,058
-15
-0% -$1.14K 2.36% 9
2020
Q4
$2.71M Buy
+35,073
New +$2.71M 2.47% 9