Unique 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
2023
Q3
Sell
-4,055
Closed -$301K 85
2023
Q2
$301K Buy
4,055
+43
+1% +$3.19K 0.13% 58
2023
Q1
$309K Sell
4,012
-16
-0.4% -$1.23K 0.15% 44
2022
Q4
$337K Buy
+4,028
New +$337K 0.18% 40