Sugarloaf 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 | $271K | Buy |
3,783
+339
| +10% | +$24.3K | 0.05% | 132 |
|
|
2024
Q3 | $291K | Buy |
3,444
+474
| +16% | +$40.1K | 0.06% | 122 |
|
|
2024
Q2 | $210K | Buy |
2,970
+16
| +0.5% | +$1.13K | 0.04% | 139 |
|
|
2024
Q1 | $189K | Buy |
2,954
+42
| +1% | +$2.68K | 0.04% | 155 |
|
|
2023
Q4 | $177K | Buy |
2,912
+206
| +8% | +$12.5K | 0.04% | 158 |
|
|
2023
Q3 | $155K | Buy |
2,706
+408
| +18% | +$23.4K | 0.04% | 163 |
|
|
2023
Q2 | $171K | Buy |
2,298
+205
| +10% | +$15.2K | 0.04% | 153 |
|
|
2023
Q1 | $161K | Buy |
2,093
+288
| +16% | +$22.2K | 0.04% | 152 |
|
|
2022
Q4 | $151K | Sell |
1,805
-167
| -8% | -$14K | 0.04% | 152 |
|
|
2022
Q3 | $155K | Sell |
1,972
-81
| -4% | -$6.37K | 0.04% | 149 |
|
|
2022
Q2 | $159K | Buy |
2,053
+136
| +7% | +$10.5K | 0.04% | 145 |
|
|
2022
Q1 | $162K | Buy |
1,917
+28
| +1% | +$2.37K | 0.04% | 141 |
|
|
2021
Q4 | $176K | Buy |
1,889
+383
| +25% | +$35.7K | 0.04% | 136 |
|
|
2021
Q3 | $118K | Buy |
1,506
+142
| +10% | +$11.1K | 0.03% | 172 |
|
|
2021
Q2 | $100K | Buy |
1,364
+109
| +9% | +$7.99K | 0.03% | 186 |
|
|
2021
Q1 | $95 | Buy |
1,255
+1
| +0.1% | – | 0.03% | 193 |
|
|
2020
Q4 | $97K | Buy |
1,254
+2
| +0.2% | +$155 | 0.03% | 178 |
|
|
2020
Q3 | $87K | Hold |
1,252
| – | – | 0.03% | 170 |
|
|
2020
Q2 | $75K | Hold |
1,252
| – | – | 0.03% | 187 |
|
|
2020
Q1 | $75K | Hold |
1,252
| – | – | 0.03% | 173 |
|
|
2019
Q4 | $76K | Buy |
+1,252
| New | +$76K | 0.03% | 207 |
|