ShoreHaven Wealth 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 |
-2,719
| Closed | -$202K | – | 77 |
|
|
2023
Q2 | $202K | Buy |
2,719
+17
| +0.6% | +$1.26K | 0.14% | 67 |
|
|
2023
Q1 | $208K | Buy |
2,702
+17
| +0.6% | +$1.31K | 0.15% | 66 |
|
|
2022
Q4 | $224K | Buy |
2,685
+14
| +0.5% | +$1.17K | 0.16% | 69 |
|
|
2022
Q3 | $209K | Buy |
2,671
+12
| +0.5% | +$939 | 0.16% | 63 |
|
|
2022
Q2 | $205K | Buy |
2,659
+16
| +0.6% | +$1.23K | 0.15% | 67 |
|
|
2022
Q1 | $223K | Buy |
2,643
+14
| +0.5% | +$1.18K | 0.12% | 58 |
|
|
2021
Q4 | $245K | Buy |
2,629
+11
| +0.4% | +$1.03K | 0.12% | 43 |
|
|
2021
Q3 | $205K | Buy |
+2,618
| New | +$205K | 0.11% | 46 |
|
|
2021
Q2 | – | Sell |
-2,593
| Closed | -$196K | – | 188 |
|
|
2021
Q1 | $196K | Buy |
2,593
+13
| +0.5% | +$983 | 0.11% | 54 |
|
|
2020
Q4 | $199K | Buy |
+2,580
| New | +$199K | 0.11% | 51 |
|