WealthBridge Capital 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
Q4 | – | Sell |
-4,818
| Closed | -$276K | – | 189 |
|
|
2023
Q3 | $276K | Buy |
4,818
+7
| +0.1% | +$401 | 0.11% | 131 |
|
|
2023
Q2 | $357K | Sell |
4,811
-282
| -6% | -$20.9K | 0.14% | 113 |
|
|
2023
Q1 | $393K | Buy |
5,093
+375
| +8% | +$28.9K | 0.16% | 113 |
|
|
2022
Q4 | $394K | Buy |
4,718
+367
| +8% | +$30.7K | 0.16% | 121 |
|
|
2022
Q3 | $337K | Hold |
4,351
| – | – | 0.14% | 133 |
|
|
2022
Q2 | $337K | Buy |
4,351
+612
| +16% | +$47.4K | 0.14% | 133 |
|
|
2022
Q1 | $317K | Buy |
3,739
+2
| +0.1% | +$170 | 0.12% | 129 |
|
|
2021
Q4 | $349K | Buy |
3,737
+454
| +14% | +$42.4K | 0.13% | 121 |
|
|
2021
Q3 | $258K | Buy |
3,283
+456
| +16% | +$35.8K | 0.1% | 140 |
|
|
2021
Q2 | $207K | Buy |
+2,827
| New | +$207K | 0.08% | 159 |
|
|
2019
Q2 | – | Sell |
-1,380
| Closed | -$65K | – | 598 |
|
|
2019
Q1 | $65K | Buy |
1,380
+248
| +22% | +$11.7K | 0.04% | 244 |
|
|
2018
Q4 | $49K | Buy |
+1,132
| New | +$49K | 0.04% | 248 |
|