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Values First Advisors’s NextEra Energy, Inc. NEE Stock Holding History

Values First Advisors’s Portfolio NEE Stock Details NEE Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q2 		– Hold
0
– -$16 – 290
2023
Q1 		– Hold
0
– – – 372
2022
Q2 		– Sell
-2,586
Closed -$219K – 165
2022
Q1 		$219K Buy
2,586
+78
+3% +$6.61K 0.14% 144
2021
Q4 		$234K Buy
+2,508
New +$234K 0.14% 147