Stonebridge Financial Planning Group’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
Q1 | – | Sell |
-500
| Closed | -$36K | – | 272 |
|
|
2021
Q4 | $36K | Hold |
500
| – | – | 0.02% | 242 |
|
|
2021
Q3 | $43K | Hold |
500
| – | – | 0.02% | 234 |
|
|
2021
Q2 | $38K | Sell |
500
-100
| -17% | -$7.6K | 0.02% | 236 |
|
|
2021
Q1 | $47K | Hold |
600
| – | – | 0.03% | 219 |
|
|
2020
Q4 | $46K | Hold |
600
| – | – | 0.03% | 204 |
|
|
2020
Q3 | $46K | Hold |
600
| – | – | 0.03% | 198 |
|
|
2020
Q2 | $37K | Hold |
600
| – | – | 0.03% | 202 |
|
|
2020
Q1 | $35K | Hold |
600
| – | – | 0.03% | 197 |
|
|
2019
Q4 | $36K | Buy |
+600
| New | +$36K | 0.03% | 189 |
|