Waddell & Associates’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
Q4 | – | Sell |
-3,678
| Closed | -$211K | – | 164 |
|
|
2023
Q3 | $211K | Sell |
3,678
-44
| -1% | -$2.52K | 0.03% | 163 |
|
|
2023
Q2 | $276K | Sell |
3,722
-524
| -12% | -$38.9K | 0.04% | 134 |
|
|
2023
Q1 | $327K | Sell |
4,246
-261
| -6% | -$20.1K | 0.05% | 109 |
|
|
2022
Q4 | $377K | Sell |
4,507
-254
| -5% | -$21.2K | 0.06% | 93 |
|
|
2022
Q3 | $373K | Sell |
4,761
-71
| -1% | -$5.56K | 0.07% | 83 |
|
|
2022
Q2 | $374K | Buy |
4,832
+205
| +4% | +$15.9K | 0.08% | 82 |
|
|
2022
Q1 | $392K | Buy |
4,627
+4
| +0.1% | +$339 | 0.06% | 80 |
|
|
2021
Q4 | $432K | Buy |
4,623
+289
| +7% | +$27K | 0.07% | 76 |
|
|
2021
Q3 | $340K | Buy |
4,334
+4
| +0.1% | +$314 | 0.06% | 80 |
|
|
2021
Q2 | $317 | Buy |
+4,330
| New | +$317 | 0.05% | 93 |
|