Tower 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-3,504
| Closed | -$260K | – | 51 |
|
|
2023
Q2 | $260K | Hold |
3,504
| – | – | 0.21% | 46 |
|
|
2023
Q1 | $270K | Buy |
3,504
+104
| +3% | +$8.02K | 0.23% | 46 |
|
|
2022
Q4 | $284K | Buy |
3,400
+241
| +8% | +$20.1K | 0.25% | 43 |
|
|
2022
Q3 | $245K | Buy |
3,159
+104
| +3% | +$8.07K | 0.23% | 44 |
|
|
2022
Q2 | $237K | Sell |
3,055
-48
| -2% | -$3.72K | 0.31% | 39 |
|
|
2022
Q1 | $263K | Sell |
3,103
-47
| -1% | -$3.98K | 0.29% | 40 |
|
|
2021
Q4 | $294K | Sell |
3,150
-117
| -4% | -$10.9K | 0.3% | 39 |
|
|
2021
Q3 | $257K | Sell |
3,267
-5
| -0.2% | -$393 | 0.27% | 41 |
|
|
2021
Q2 | $240K | Buy |
3,272
+114
| +4% | +$8.36K | 0.26% | 43 |
|
|
2021
Q1 | $239K | Buy |
3,158
+2
| +0.1% | +$151 | 0.31% | 45 |
|
|
2020
Q4 | $243K | Buy |
+3,156
| New | +$243K | 0.28% | 37 |
|