Warther Private Wealth’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 |
-19,897
| Closed | -$1.14M | – | 55 |
|
|
2023
Q3 | $1.14M | Buy |
+19,897
| New | +$1.14M | 0.76% | 31 |
|
|
2022
Q1 | – | Sell |
-5,106
| Closed | -$468K | – | 137 |
|
|
2021
Q4 | $468K | Sell |
5,106
-2,000
| -28% | -$183K | 0.35% | 72 |
|
|
2021
Q3 | $563K | Buy |
7,106
+315
| +5% | +$25K | 0.5% | 58 |
|
|
2021
Q2 | $504K | Buy |
+6,791
| New | +$504K | 0.49% | 56 |
|