SSW
Smith Shellnut Wilson’s NextEra Energy, Inc. NEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-2,531
| Closed | -$212K | – | 130 |
|
|
2022
Q4 | $212K | Buy |
+2,531
| New | +$212K | 0.13% | 123 |
|
|
2021
Q2 | – | Sell |
-2,984
| Closed | -$226K | – | 167 |
|
|
2021
Q1 | $226K | Buy |
+2,984
| New | +$226K | 0.14% | 120 |
|
|
2020
Q1 | – | Sell |
-851
| Closed | -$206K | – | 139 |
|
|
2019
Q4 | $206K | Buy |
+851
| New | +$206K | 0.14% | 125 |
|
|
2017
Q3 | – | Sell |
-3,178
| Closed | -$414K | – | 146 |
|
|
2017
Q2 | $414K | Buy |
3,178
+704
| +28% | +$91.7K | 0.43% | 47 |
|
|
2017
Q1 | $318K | Sell |
2,474
-456
| -16% | -$58.6K | 0.29% | 78 |
|
|
2016
Q4 | $350K | Buy |
+2,930
| New | +$350K | 0.34% | 64 |
|