TLP
NEE icon

Trinity Legacy Partners’s NextEra Energy, Inc. NEE Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2024
Q4
Sell
-2,745
Closed -$228K 100
2024
Q3
$228K Buy
+2,745
New +$228K 0.06% 93
2022
Q3
Sell
-3,170
Closed -$256K 89
2022
Q2
$256K Sell
3,170
-372
-11% -$30K 0.1% 84
2022
Q1
$300K Sell
3,542
-488
-12% -$41.3K 0.1% 82
2021
Q4
$376K Sell
4,030
-361
-8% -$33.7K 0.13% 82
2021
Q3
$345K Sell
4,391
-3,503
-44% -$275K 0.12% 80
2021
Q2
$591K Sell
7,894
-11,889
-60% -$890K 0.22% 61
2021
Q1
$1.6M Buy
19,783
+15,509
+363% +$1.26M 0.64% 39
2020
Q4
$330K Buy
+4,274
New +$330K 0.15% 61