TIA
Trust Investment Advisors’s NextEra Energy, Inc. NEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-4,351
| Closed | -$368K | – | 129 |
|
|
2024
Q3 | $368K | Buy |
+4,351
| New | +$368K | 0.23% | 77 |
|
|
2022
Q1 | – | Sell |
-2,698
| Closed | -$252K | – | 94 |
|
|
2021
Q4 | $252K | Buy |
+2,698
| New | +$252K | 0.2% | 83 |
|
|
2015
Q2 | – | Sell |
-5,875
| Closed | -$611K | – | 102 |
|
|
2015
Q1 | $611K | Buy |
5,875
+200
| +4% | +$20.8K | 0.61% | 65 |
|
|
2014
Q4 | $603K | Sell |
5,675
-1,350
| -19% | -$143K | 0.62% | 62 |
|
|
2014
Q3 | $660K | Sell |
7,025
-800
| -10% | -$75.2K | 0.64% | 62 |
|
|
2014
Q2 | $802K | Sell |
7,825
-700
| -8% | -$71.7K | 0.77% | 55 |
|
|
2014
Q1 | $815K | Sell |
8,525
-275
| -3% | -$26.3K | 0.82% | 54 |
|
|
2013
Q4 | $753K | Buy |
+8,800
| New | +$753K | 0.78% | 56 |
|