SA
Syntax Advisors’s NextEra Energy, Inc. NEE Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | $211K | Buy |
3,687
+382
| +12% | +$21.9K | 0.19% | 167 |
|
2023
Q2 | $245K | Sell |
3,305
-183
| -5% | -$13.6K | 0.2% | 131 |
|
2023
Q1 | $269K | Buy |
3,488
+445
| +15% | +$34.3K | 0.2% | 105 |
|
2022
Q4 | $254K | Buy |
3,043
+8
| +0.3% | +$669 | 0.21% | 112 |
|
2022
Q3 | $238K | Sell |
3,035
-332
| -10% | -$26K | 0.2% | 135 |
|
2022
Q2 | $261K | Buy |
3,367
+290
| +9% | +$22.5K | 0.22% | 103 |
|
2022
Q1 | $261K | Buy |
3,077
+20
| +0.7% | +$1.7K | 0.22% | 116 |
|
2021
Q4 | $285K | Buy |
+3,057
| New | +$285K | 0.21% | 113 |
|