TRUE Private Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-3,126
| Closed | -$221K | – | 259 |
|
|
2024
Q2 | $221K | Buy |
+3,126
| New | +$221K | 0.03% | 255 |
|
|
2024
Q1 | – | Sell |
-4,071
| Closed | -$247K | – | 300 |
|
|
2023
Q4 | $247K | Buy |
+4,071
| New | +$247K | 0.03% | 243 |
|
|
2023
Q1 | – | Sell |
-2,770
| Closed | -$232K | – | 247 |
|
|
2022
Q4 | $232K | Buy |
2,770
+9
| +0.3% | +$753 | 0.04% | 197 |
|
|
2022
Q3 | $216K | Hold |
2,761
| – | – | 0.03% | 195 |
|
|
2022
Q2 | $213K | Buy |
+2,761
| New | +$213K | 0.03% | 211 |
|
|
2022
Q1 | – | Sell |
-2,428
| Closed | -$226K | – | 263 |
|
|
2021
Q4 | $226K | Buy |
+2,428
| New | +$226K | 0.03% | 242 |
|
|
2021
Q1 | – | Sell |
-1,384
| Closed | -$106K | – | 528 |
|
|
2020
Q4 | $106K | Buy |
1,384
+472
| +52% | +$36.2K | 0.02% | 266 |
|
|
2020
Q3 | $63K | Buy |
912
+732
| +407% | +$50.6K | 0.01% | 307 |
|
|
2020
Q2 | $10K | Hold |
180
| – | – | ﹤0.01% | 491 |
|
|
2020
Q1 | $10K | Sell |
180
-232
| -56% | -$12.9K | ﹤0.01% | 453 |
|
|
2019
Q4 | $24K | Buy |
+412
| New | +$24K | ﹤0.01% | 465 |
|
|
2019
Q3 | – | Sell |
-496
| Closed | -$25K | – | 538 |
|
|
2019
Q2 | $25K | Buy |
+496
| New | +$25K | ﹤0.01% | 428 |
|
|
2018
Q4 | – | Sell |
-2,252
| Closed | -$94.4K | – | 677 |
|
|
2018
Q3 | $94.4K | Buy |
+2,252
| New | +$94.4K | 0.01% | 372 |
|