Stokes Family Office’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
Q1 | – | Sell |
-2,945
| Closed | -$246K | – | 314 |
|
2022
Q4 | $246K | Sell |
2,945
-590
| -17% | -$49.3K | 0.03% | 237 |
|
2022
Q3 | $277K | Buy |
3,535
+621
| +21% | +$48.7K | 0.04% | 218 |
|
2022
Q2 | $226K | Buy |
2,914
+303
| +12% | +$23.5K | 0.03% | 239 |
|
2022
Q1 | $221K | Buy |
2,611
+466
| +22% | +$39.4K | 0.03% | 235 |
|
2021
Q4 | $200K | Buy |
+2,145
| New | +$200K | 0.02% | 242 |
|