Secure Asset Management’s NextEra Energy, Inc. NEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-5,611
| Closed | -$341K | – | 240 |
|
|
2023
Q4 | $341K | Sell |
5,611
-159
| -3% | -$9.66K | 0.09% | 157 |
|
|
2023
Q3 | $331K | Sell |
5,770
-177
| -3% | -$10.1K | 0.1% | 150 |
|
|
2023
Q2 | $441K | Buy |
5,947
+55
| +0.9% | +$4.08K | 0.13% | 121 |
|
|
2023
Q1 | $454K | Buy |
5,892
+35
| +0.6% | +$2.7K | 0.15% | 120 |
|
|
2022
Q4 | $490K | Sell |
5,857
-234
| -4% | -$19.6K | 0.18% | 119 |
|
|
2022
Q3 | $478K | Buy |
6,091
+43
| +0.7% | +$3.37K | 0.27% | 76 |
|
|
2022
Q2 | $468K | Buy |
6,048
+16
| +0.3% | +$1.24K | 0.26% | 78 |
|
|
2022
Q1 | $511K | Buy |
6,032
+905
| +18% | +$76.7K | 0.23% | 92 |
|
|
2021
Q4 | $479K | Buy |
5,127
+22
| +0.4% | +$2.06K | 0.19% | 89 |
|
|
2021
Q3 | $401K | Buy |
5,105
+154
| +3% | +$12.1K | 0.2% | 92 |
|
|
2021
Q2 | $363K | Buy |
4,951
+5
| +0.1% | +$367 | 0.18% | 111 |
|
|
2021
Q1 | $374K | Sell |
4,946
-89
| -2% | -$6.73K | 0.21% | 102 |
|
|
2020
Q4 | $388K | Buy |
5,035
+87
| +2% | +$6.7K | 0.23% | 91 |
|
|
2020
Q3 | $343K | Buy |
4,948
+356
| +8% | +$24.7K | 0.24% | 93 |
|
|
2020
Q2 | $276K | Buy |
4,592
+56
| +1% | +$3.37K | 0.19% | 117 |
|
|
2020
Q1 | $273K | Sell |
4,536
-140
| -3% | -$8.43K | 0.29% | 79 |
|
|
2019
Q4 | $283K | Buy |
+4,676
| New | +$283K | 0.2% | 118 |
|