WealthPlan Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-120,870
| Closed | -$7.72M | – | 191 |
|
|
2024
Q1 | $7.72M | Buy |
120,870
+10,656
| +10% | +$681K | 1.18% | 33 |
|
|
2023
Q4 | $6.69M | Buy |
+110,214
| New | +$6.69M | 1.07% | 38 |
|
|
2023
Q3 | – | Sell |
-77
| Closed | -$5.71K | – | 274 |
|
|
2023
Q2 | $5.71K | Hold |
77
| – | – | ﹤0.01% | 295 |
|
|
2023
Q1 | $5.94K | Sell |
77
-7,852
| -99% | -$605K | ﹤0.01% | 355 |
|
|
2022
Q4 | $600K | Buy |
7,929
+2,632
| +50% | +$199K | 0.04% | 233 |
|
|
2022
Q3 | $452K | Buy |
+5,297
| New | +$452K | 0.03% | 254 |
|
|
2022
Q1 | $506K | Buy |
+7,130
| New | +$506K | 0.04% | 246 |
|