Wagner Wealth Management’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
Q2 | – | Sell |
-2,633
| Closed | -$203K | – | 228 |
|
|
2023
Q1 | $203K | Buy |
2,633
+14
| +0.5% | +$1.08K | 0.09% | 111 |
|
|
2022
Q4 | $219K | Buy |
2,619
+312
| +14% | +$26.1K | 0.14% | 107 |
|
|
2022
Q3 | $181K | Sell |
2,307
-7
| -0.3% | -$549 | 0.13% | 104 |
|
|
2022
Q2 | $179K | Buy |
+2,314
| New | +$179K | 0.14% | 106 |
|
|
2022
Q1 | – | Sell |
-1,762
| Closed | -$164K | – | 497 |
|
|
2021
Q4 | $164K | Buy |
1,762
+7
| +0.4% | +$652 | 0.13% | 133 |
|
|
2021
Q3 | $150K | Buy |
1,755
+8
| +0.5% | +$684 | 0.12% | 142 |
|
|
2021
Q2 | $128K | Sell |
1,747
-127
| -7% | -$9.31K | 0.09% | 158 |
|
|
2021
Q1 | $142K | Buy |
+1,874
| New | +$142K | 0.11% | 143 |
|
|
2018
Q3 | $327K | Buy |
7,808
+5,928
| +315% | +$248K | 0.22% | 88 |
|
|
2018
Q2 | $79K | Buy |
1,880
+148
| +9% | +$6.22K | 0.06% | 193 |
|
|
2018
Q1 | $71K | Buy |
1,732
+12
| +0.7% | +$492 | 0.05% | 194 |
|
|
2017
Q4 | $65K | Buy |
+1,720
| New | +$65K | 0.05% | 199 |
|