SA
NEE icon

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