Valicenti Advisory 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-52,853
| Closed | -$3.38M | – | 83 |
|
|
2024
Q1 | $3.38M | Sell |
52,853
-7,185
| -12% | -$459K | 0.94% | 31 |
|
|
2023
Q4 | $3.65M | Buy |
60,038
+13,888
| +30% | +$844K | 1.11% | 28 |
|
|
2023
Q3 | $2.64M | Buy |
46,150
+6,440
| +16% | +$369K | 0.9% | 34 |
|
|
2023
Q2 | $2.95M | Buy |
39,710
+500
| +1% | +$37.1K | 0.93% | 34 |
|
|
2023
Q1 | $3.02M | Buy |
+39,210
| New | +$3.02M | 1.01% | 36 |
|
|
2022
Q2 | – | Sell |
-84,889
| Closed | -$7.19M | – | 84 |
|
|
2022
Q1 | $7.19M | Buy |
84,889
+1,979
| +2% | +$168K | 1.89% | 18 |
|
|
2021
Q4 | $7.74M | Sell |
82,910
-885
| -1% | -$82.6K | 1.92% | 14 |
|
|
2021
Q3 | $6.58M | Buy |
83,795
+4,425
| +6% | +$347K | 1.78% | 19 |
|
|
2021
Q2 | $5.82M | Sell |
79,370
-415
| -0.5% | -$30.4K | 1.61% | 21 |
|
|
2021
Q1 | $6.03M | Buy |
79,785
+44,020
| +123% | +$3.33M | 1.79% | 22 |
|
|
2020
Q4 | $2.76M | Buy |
+35,765
| New | +$2.76M | 0.89% | 36 |
|