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Swarthmore Group’s NextEra Energy, Inc. NEE Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2022
Q2
$233K Sell
3,002
-41,685
-93% -$3.24M 0.09% 41
2022
Q1
$3.79M Sell
44,687
-33,671
-43% -$2.85M 0.97% 43
2021
Q4
$7.32M Buy
78,358
+7,612
+11% +$711K 1.74% 20
2021
Q3
$5.18M Hold
70,746
1.34% 31
2021
Q2
$5.18M Buy
+70,746
New +$5.18M 1.34% 31