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Trellis Advisors’s NextEra Energy, Inc. NEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-2,779
| Closed | -$232K | – | 92 |
|
|
2022
Q4 | $232K | Buy |
2,779
+110
| +4% | +$9.2K | 0.12% | 77 |
|
|
2022
Q3 | $209K | Buy |
+2,669
| New | +$209K | 0.12% | 71 |
|
|
2022
Q2 | – | Sell |
-2,364
| Closed | -$200K | – | 82 |
|
|
2022
Q1 | $200K | Buy |
2,364
+16
| +0.7% | +$1.35K | 0.1% | 80 |
|
|
2021
Q4 | $220K | Buy |
+2,348
| New | +$220K | 0.1% | 78 |
|