Theory Financial’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
Q1 | – | Sell |
-3,588
| Closed | -$218K | – | 79 |
|
|
2023
Q4 | $218K | Hold |
3,588
| – | – | 0.12% | 67 |
|
|
2023
Q3 | $206K | Hold |
3,588
| – | – | 0.12% | 67 |
|
|
2023
Q2 | $266K | Hold |
3,588
| – | – | 0.15% | 54 |
|
|
2023
Q1 | $277K | Hold |
3,588
| – | – | 0.17% | 54 |
|
|
2022
Q4 | $300K | Buy |
+3,588
| New | +$300K | 0.2% | 53 |
|
|
2022
Q2 | $255K | Buy |
3,220
+128
| +4% | +$10.1K | 0.18% | 54 |
|
|
2022
Q1 | $262K | Hold |
3,092
| – | – | 0.17% | 50 |
|
|
2021
Q4 | $289K | Buy |
+3,092
| New | +$289K | 0.19% | 42 |
|