TBH Global Asset 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 | |
---|---|---|---|---|---|---|---|---|
2023
Q4 | – | Sell |
-14,855
| Closed | -$851K | – | 234 |
|
2023
Q3 | $851K | Buy |
14,855
+9,905
| +200% | +$567K | 0.16% | 100 |
|
2023
Q2 | $367K | Buy |
+4,950
| New | +$367K | 0.07% | 175 |
|
2022
Q1 | – | Sell |
-40,444
| Closed | -$3.78M | – | 189 |
|
2021
Q4 | $3.78M | Sell |
40,444
-558
| -1% | -$52.1K | 0.78% | 29 |
|
2021
Q3 | $3.22M | Sell |
41,002
-2,144
| -5% | -$168K | 0.75% | 35 |
|
2021
Q2 | $3.17M | Buy |
43,146
+1,978
| +5% | +$145K | 0.73% | 33 |
|
2021
Q1 | $3.11M | Buy |
41,168
+1,734
| +4% | +$131K | 0.81% | 31 |
|
2020
Q4 | $3.04M | Sell |
39,434
-974
| -2% | -$75.1K | 0.94% | 26 |
|
2020
Q3 | $2.8M | Buy |
+40,408
| New | +$2.8M | 0.97% | 24 |
|