Wambolt & 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-3,705
| Closed | -$316K | – | 195 |
|
|
2024
Q3 | $316K | Sell |
3,705
-1,190
| -24% | -$101K | 0.09% | 159 |
|
|
2024
Q2 | $342K | Sell |
4,895
-192
| -4% | -$13.4K | 0.1% | 156 |
|
|
2024
Q1 | $322K | Sell |
5,087
-7,138
| -58% | -$452K | 0.1% | 177 |
|
|
2023
Q4 | $743K | Sell |
12,225
-2,778
| -19% | -$169K | 0.24% | 125 |
|
|
2023
Q3 | $782K | Buy |
15,003
+285
| +2% | +$14.9K | 0.28% | 123 |
|
|
2023
Q2 | $1.09M | Buy |
14,718
+44
| +0.3% | +$3.27K | 0.39% | 95 |
|
|
2023
Q1 | $1.13M | Sell |
14,674
-178
| -1% | -$13.6K | 0.4% | 96 |
|
|
2022
Q4 | $1.24M | Buy |
14,852
+68
| +0.5% | +$5.69K | 0.48% | 79 |
|
|
2022
Q3 | $1.16M | Sell |
14,784
-246
| -2% | -$19.3K | 0.49% | 77 |
|
|
2022
Q2 | $1.16M | Buy |
15,030
+1,082
| +8% | +$83.8K | 0.47% | 80 |
|
|
2022
Q1 | $1.2M | Buy |
13,948
+1,869
| +15% | +$160K | 0.44% | 87 |
|
|
2021
Q4 | $1.13M | Buy |
12,079
+2,004
| +20% | +$187K | 0.41% | 90 |
|
|
2021
Q3 | $798K | Buy |
10,075
+518
| +5% | +$41K | 0.32% | 110 |
|
|
2021
Q2 | $709K | Buy |
9,557
+2,177
| +29% | +$162K | 0.3% | 112 |
|
|
2021
Q1 | $559K | Buy |
7,380
+465
| +7% | +$35.2K | 0.29% | 115 |
|
|
2020
Q4 | $534K | Buy |
6,915
+139
| +2% | +$10.7K | 0.32% | 110 |
|
|
2020
Q3 | $470K | Sell |
6,776
-144
| -2% | -$9.99K | 0.35% | 103 |
|
|
2020
Q2 | $415K | Buy |
6,920
+416
| +6% | +$24.9K | 0.33% | 116 |
|
|
2020
Q1 | $391K | Buy |
6,504
+528
| +9% | +$31.7K | 0.4% | 84 |
|
|
2019
Q4 | $362K | Buy |
5,976
+2,224
| +59% | +$135K | 0.28% | 117 |
|
|
2019
Q3 | $219K | Buy |
+3,752
| New | +$219K | 0.18% | 144 |
|