TFO Wealth Partners’s NextEra Energy, Inc. NEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-256
| Closed | -$16.4K | – | 516 |
|
|
2024
Q1 | $16.4K | Sell |
256
-4
| -2% | -$256 | ﹤0.01% | 81 |
|
|
2023
Q4 | $15.8K | Sell |
260
-183
| -41% | -$11.1K | ﹤0.01% | 85 |
|
|
2023
Q3 | $32.9K | Buy |
443
+4
| +0.9% | +$297 | 0.01% | 113 |
|
|
2023
Q2 | $32.6K | Buy |
439
+183
| +71% | +$13.6K | 0.01% | 103 |
|
|
2023
Q1 | $19.7K | Buy |
256
+248
| +3,100% | +$19.1K | ﹤0.01% | 98 |
|
|
2022
Q4 | $1.4K | Buy |
+8
| New | +$1.4K | ﹤0.01% | 305 |
|
|
2022
Q3 | – | Sell |
-77
| Closed | -$6K | – | 364 |
|
|
2022
Q2 | $6K | Buy |
+77
| New | +$6K | ﹤0.01% | 195 |
|
|
2022
Q1 | – | Sell |
-104
| Closed | -$10K | – | 148 |
|
|
2021
Q4 | $10K | Buy |
+104
| New | +$10K | ﹤0.01% | 92 |
|
|
2020
Q4 | – | Sell |
-84
| Closed | -$6K | – | 138 |
|
|
2020
Q3 | $6K | Buy |
+84
| New | +$6K | ﹤0.01% | 94 |
|