TrustCore Financial Services’s NextEra Energy, Inc. NEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $310K | Sell |
3,713
-175
| -5% | -$14.6K | 0.03% | 218 |
|
|
2022
Q3 | $305K | Sell |
3,888
-1,159
| -23% | -$90.9K | 0.03% | 214 |
|
|
2022
Q2 | $391K | Buy |
5,047
+149
| +3% | +$11.5K | 0.04% | 183 |
|
|
2022
Q1 | $415K | Hold |
4,898
| – | – | 0.04% | 191 |
|
|
2021
Q4 | $457K | Hold |
4,898
| – | – | 0.05% | 169 |
|
|
2021
Q3 | $385K | Buy |
4,898
+1,269
| +35% | +$99.7K | 0.04% | 199 |
|
|
2021
Q2 | $266K | Buy |
3,629
+233
| +7% | +$17.1K | 0.03% | 238 |
|
|
2021
Q1 | $257K | Sell |
3,396
-56
| -2% | -$4.24K | 0.03% | 226 |
|
|
2020
Q4 | $266K | Buy |
3,452
+272
| +9% | +$21K | 0.03% | 217 |
|
|
2020
Q3 | $221K | Sell |
3,180
-176
| -5% | -$12.2K | 0.03% | 216 |
|
|
2020
Q2 | $202K | Sell |
3,356
-48
| -1% | -$2.89K | 0.03% | 219 |
|
|
2020
Q1 | $205K | Sell |
3,404
-496
| -13% | -$29.9K | 0.05% | 192 |
|
|
2019
Q4 | $236K | Hold |
3,900
| – | – | 0.04% | 198 |
|
|
2019
Q3 | $227K | Buy |
3,900
+16
| +0.4% | +$931 | 0.05% | 197 |
|
|
2019
Q2 | $199K | Buy |
3,884
+772
| +25% | +$39.6K | 0.04% | 193 |
|
|
2019
Q1 | $150K | Buy |
3,112
+3,036
| +3,995% | +$146K | 0.04% | 173 |
|
|
2018
Q4 | $3K | Hold |
76
| – | – | ﹤0.01% | 366 |
|
|
2018
Q3 | $3K | Buy |
+76
| New | +$3K | ﹤0.01% | 722 |
|