Waterfront 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
Q2 | – | Sell |
-2,644
| Closed | -$204K | – | 255 |
|
|
2023
Q1 | $204K | Sell |
2,644
-146
| -5% | -$11.3K | 0.07% | 232 |
|
|
2022
Q4 | $211K | Buy |
2,790
+26
| +0.9% | +$1.97K | 0.07% | 232 |
|
|
2022
Q3 | $212K | Hold |
2,764
| – | – | 0.08% | 226 |
|
|
2022
Q2 | $214K | Hold |
2,764
| – | – | 0.09% | 212 |
|
|
2022
Q1 | $238K | Sell |
2,764
-38
| -1% | -$3.27K | 0.08% | 219 |
|
|
2021
Q4 | $262K | Sell |
2,802
-70
| -2% | -$6.55K | 0.1% | 186 |
|
|
2021
Q3 | $226K | Buy |
+2,872
| New | +$226K | 0.11% | 161 |
|
|
2021
Q2 | – | Sell |
-2,660
| Closed | -$202K | – | 179 |
|
|
2021
Q1 | $202K | Hold |
2,660
| – | – | 0.1% | 168 |
|
|
2020
Q4 | $205K | Buy |
+2,660
| New | +$205K | 0.15% | 129 |
|