TrinityPoint Wealth’s NextEra Energy, Inc. NEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $1.82M | Buy |
25,338
+999
| +4% | +$71.6K | 0.26% | 93 |
|
|
2024
Q3 | $2.06M | Buy |
24,339
+642
| +3% | +$54.3K | 0.3% | 84 |
|
|
2024
Q2 | $1.68M | Buy |
23,697
+2,184
| +10% | +$155K | 0.26% | 97 |
|
|
2024
Q1 | $1.37M | Buy |
21,513
+615
| +3% | +$39.3K | 0.23% | 103 |
|
|
2023
Q4 | $1.27M | Buy |
20,898
+507
| +2% | +$30.8K | 0.23% | 107 |
|
|
2023
Q3 | $1.17M | Sell |
20,391
-10,487
| -34% | -$601K | 0.23% | 107 |
|
|
2023
Q2 | $2.29M | Buy |
30,878
+1,451
| +5% | +$108K | 0.45% | 64 |
|
|
2023
Q1 | $2.27M | Buy |
29,427
+138
| +0.5% | +$10.6K | 0.49% | 53 |
|
|
2022
Q4 | $2.45M | Buy |
29,289
+3,923
| +15% | +$328K | 0.56% | 48 |
|
|
2022
Q3 | $1.99M | Buy |
25,366
+651
| +3% | +$51K | 0.45% | 59 |
|
|
2022
Q2 | $1.91M | Sell |
24,715
-318
| -1% | -$24.6K | 0.42% | 62 |
|
|
2022
Q1 | $2.12M | Sell |
25,033
-825
| -3% | -$69.9K | 0.38% | 63 |
|
|
2021
Q4 | $2.41M | Buy |
25,858
+193
| +0.8% | +$18K | 0.43% | 58 |
|
|
2021
Q3 | $2.02M | Buy |
25,665
+234
| +0.9% | +$18.4K | 0.39% | 68 |
|
|
2021
Q2 | $1.86M | Sell |
25,431
-341
| -1% | -$25K | 0.38% | 69 |
|
|
2021
Q1 | $1.95M | Sell |
25,772
-92
| -0.4% | -$6.96K | 0.45% | 61 |
|
|
2020
Q4 | $2.2M | Buy |
25,864
+144
| +0.6% | +$12.3K | 0.53% | 51 |
|
|
2020
Q3 | $1.79M | Buy |
25,720
+340
| +1% | +$23.6K | 0.5% | 56 |
|
|
2020
Q2 | $1.52M | Buy |
25,380
+5,908
| +30% | +$355K | 0.48% | 54 |
|
|
2020
Q1 | $1.17M | Sell |
19,472
-4,124
| -17% | -$248K | 0.46% | 60 |
|
|
2019
Q4 | $1.43M | Sell |
23,596
-4,192
| -15% | -$254K | 0.48% | 54 |
|
|
2019
Q3 | $1.6M | Sell |
27,788
-56
| -0.2% | -$3.21K | 0.56% | 48 |
|
|
2019
Q2 | $1.46M | Buy |
27,844
+4
| +0% | +$210 | 0.7% | 37 |
|
|
2019
Q1 | $1.35M | Buy |
27,840
+10,008
| +56% | +$484K | 0.66% | 43 |
|
|
2018
Q4 | $775K | Buy |
+17,832
| New | +$775K | 0.48% | 64 |
|