Total Clarity 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-3,240
| Closed | -$250K | – | 222 |
|
|
2023
Q1 | $250K | Sell |
3,240
-157
| -5% | -$12.1K | 0.14% | 148 |
|
|
2022
Q4 | $284K | Sell |
3,397
-268
| -7% | -$22.4K | 0.14% | 166 |
|
|
2022
Q3 | $287K | Sell |
3,665
-42
| -1% | -$3.29K | 0.18% | 157 |
|
|
2022
Q2 | $287K | Buy |
3,707
+81
| +2% | +$6.27K | 0.15% | 155 |
|
|
2022
Q1 | $307K | Buy |
3,626
+351
| +11% | +$29.7K | 0.17% | 162 |
|
|
2021
Q4 | $306K | Buy |
3,275
+90
| +3% | +$8.41K | 0.14% | 158 |
|
|
2021
Q3 | $250K | Buy |
3,185
+135
| +4% | +$10.6K | 0.12% | 194 |
|
|
2021
Q2 | $224K | Buy |
3,050
+245
| +9% | +$18K | 0.13% | 194 |
|
|
2021
Q1 | $212K | Sell |
2,805
-400
| -12% | -$30.2K | 0.12% | 169 |
|
|
2020
Q4 | $247K | Buy |
3,205
+225
| +8% | +$17.3K | 0.17% | 130 |
|
|
2020
Q3 | $207K | Buy |
+2,980
| New | +$207K | 0.18% | 120 |
|
|
2020
Q1 | – | Sell |
-2,800
| Closed | -$170K | – | 436 |
|
|
2019
Q4 | $170K | Buy |
+2,800
| New | +$170K | 0.13% | 137 |
|