Strategic 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-3,241
| Closed | -$240K | – | 201 |
|
|
2023
Q2 | $240K | Buy |
3,241
+6
| +0.2% | +$445 | 0.05% | 176 |
|
|
2023
Q1 | $249K | Hold |
3,235
| – | – | 0.05% | 180 |
|
|
2022
Q4 | $270K | Sell |
3,235
-8
| -0.2% | -$669 | 0.06% | 163 |
|
|
2022
Q3 | $254K | Buy |
3,243
+349
| +12% | +$27.3K | 0.06% | 162 |
|
|
2022
Q2 | $224K | Buy |
2,894
+96
| +3% | +$7.43K | 0.05% | 170 |
|
|
2022
Q1 | $237K | Sell |
2,798
-2,343
| -46% | -$198K | 0.04% | 173 |
|
|
2021
Q4 | $479K | Buy |
+5,141
| New | +$479K | 0.07% | 151 |
|