Stillwater Capital Advisors’s NextEra Energy, Inc. NEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-2,690
| Closed | -$211K | – | 71 |
|
|
2022
Q3 | $211K | Buy |
+2,690
| New | +$211K | 0.05% | 64 |
|
|
2015
Q1 | – | Sell |
-10,928
| Closed | -$290K | – | 70 |
|
|
2014
Q4 | $290K | Hold |
10,928
| – | – | 0.09% | 58 |
|
|
2014
Q3 | $256K | Hold |
10,928
| – | – | 0.09% | 62 |
|
|
2014
Q2 | $280K | Hold |
10,928
| – | – | 0.1% | 61 |
|
|
2014
Q1 | $261K | Buy |
+10,928
| New | +$261K | 0.09% | 61 |
|