Twin Focus Capital Partners’s NextEra Energy, Inc. NEE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | – | Sell |
-2,950
| Closed | -$219K | – | 205 |
|
2023
Q2 | $219K | Buy |
2,950
+221
| +8% | +$16.4K | 0.04% | 205 |
|
2023
Q1 | $210K | Buy |
2,729
+57
| +2% | +$4.39K | 0.04% | 207 |
|
2022
Q4 | $223K | Sell |
2,672
-80
| -3% | -$6.69K | 0.05% | 193 |
|
2022
Q3 | $216K | Buy |
2,752
+143
| +5% | +$11.2K | 0.05% | 184 |
|
2022
Q2 | $202K | Sell |
2,609
-24
| -0.9% | -$1.86K | 0.05% | 192 |
|
2022
Q1 | $223K | Buy |
2,633
+20
| +0.8% | +$1.69K | 0.04% | 203 |
|
2021
Q4 | $244K | Hold |
2,613
| – | – | 0.05% | 196 |
|
2021
Q3 | $205K | Buy |
+2,613
| New | +$205K | 0.05% | 179 |
|