TCWP’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 |
-6,993
| Closed | -$401K | – | 87 |
|
|
2023
Q3 | $401K | Sell |
6,993
-148
| -2% | -$8.48K | 0.31% | 71 |
|
|
2023
Q2 | $530K | Sell |
7,141
-1,232
| -15% | -$91.4K | 0.11% | 108 |
|
|
2023
Q1 | $645K | Sell |
8,373
-1,395
| -14% | -$108K | 0.12% | 124 |
|
|
2022
Q4 | $821K | Sell |
9,768
-313
| -3% | -$26.3K | 0.17% | 114 |
|
|
2022
Q3 | $790K | Buy |
10,081
+3,061
| +44% | +$240K | 0.17% | 111 |
|
|
2022
Q2 | $543K | Buy |
7,020
+1,928
| +38% | +$149K | 0.12% | 129 |
|
|
2022
Q1 | $431K | Buy |
5,092
+527
| +12% | +$44.6K | 0.08% | 170 |
|
|
2021
Q4 | $426K | Buy |
+4,565
| New | +$426K | 0.08% | 162 |
|