Titus Wealth 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 | |
---|---|---|---|---|---|---|---|---|
2022
Q2 | – | Sell |
-2,409
| Closed | -$204K | – | 172 |
|
2022
Q1 | $204K | Buy |
2,409
+239
| +11% | +$20.2K | 0.09% | 162 |
|
2021
Q4 | $203K | Sell |
2,170
-877
| -29% | -$82K | 0.09% | 165 |
|
2021
Q3 | $239K | Sell |
3,047
-579
| -16% | -$45.4K | 0.13% | 138 |
|
2021
Q2 | $266K | Buy |
+3,626
| New | +$266K | 0.14% | 120 |
|
2021
Q1 | – | Sell |
-2,682
| Closed | -$207K | – | 147 |
|
2020
Q4 | $207K | Buy |
+2,682
| New | +$207K | 0.13% | 130 |
|