Sterling Group 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 | – | Sell |
-2,780
| Closed | -$235K | – | 65 |
|
|
2024
Q3 | $235K | Buy |
+2,780
| New | +$235K | 0.12% | 57 |
|
|
2024
Q1 | – | Sell |
-8,351
| Closed | -$507K | – | 32 |
|
|
2023
Q4 | $507K | Sell |
8,351
-70
| -0.8% | -$4.25K | 0.39% | 26 |
|
|
2023
Q3 | $482K | Sell |
8,421
-77
| -0.9% | -$4.41K | 0.46% | 23 |
|
|
2023
Q2 | $631K | Sell |
8,498
-124
| -1% | -$9.2K | 0.55% | 19 |
|
|
2023
Q1 | $665K | Buy |
8,622
+432
| +5% | +$33.3K | 0.63% | 19 |
|
|
2022
Q4 | $685K | Buy |
+8,190
| New | +$685K | 0.67% | 16 |
|