Triad Financial Advisors’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 | $219K | Buy |
3,819
+480
| +14% | +$27.5K | 0.08% | 95 |
|
|
2023
Q2 | $248K | Buy |
3,339
+1
| +0% | +$74 | 0.1% | 86 |
|
|
2023
Q1 | $257K | Sell |
3,338
-3
| -0.1% | -$231 | 0.11% | 83 |
|
|
2022
Q4 | $279K | Buy |
3,341
+20
| +0.6% | +$1.67K | 0.12% | 85 |
|
|
2022
Q3 | $260K | Buy |
3,321
+6
| +0.2% | +$470 | 0.14% | 82 |
|
|
2022
Q2 | $257K | Sell |
3,315
-61
| -2% | -$4.73K | 0.14% | 86 |
|
|
2022
Q1 | $286K | Sell |
3,376
-623
| -16% | -$52.8K | 0.15% | 78 |
|
|
2021
Q4 | $373K | Buy |
+3,999
| New | +$373K | 0.22% | 67 |
|