WealthSource Partners’s NextEra Energy, Inc. NEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $393K | Sell |
6,469
-2,020
| -24% | -$123K | 0.03% | 369 |
|
|
2023
Q3 | $486K | Sell |
8,489
-126
| -1% | -$7.22K | 0.03% | 316 |
|
|
2023
Q2 | $639K | Sell |
8,615
-134
| -2% | -$9.94K | 0.04% | 265 |
|
|
2023
Q1 | $674K | Sell |
8,749
-457
| -5% | -$35.2K | 0.05% | 247 |
|
|
2022
Q4 | $770K | Sell |
9,206
-366
| -4% | -$30.6K | 0.05% | 229 |
|
|
2022
Q3 | $751K | Sell |
9,572
-429
| -4% | -$33.7K | 0.06% | 233 |
|
|
2022
Q2 | $775K | Buy |
10,001
+985
| +11% | +$76.3K | 0.06% | 225 |
|
|
2022
Q1 | $764K | Sell |
9,016
-613
| -6% | -$51.9K | 0.05% | 261 |
|
|
2021
Q4 | $899K | Sell |
9,629
-2,673
| -22% | -$250K | 0.07% | 200 |
|
|
2021
Q3 | $966K | Buy |
12,302
+2,636
| +27% | +$207K | 0.08% | 177 |
|
|
2021
Q2 | $708K | Buy |
9,666
+3,102
| +47% | +$227K | 0.06% | 221 |
|
|
2021
Q1 | $496K | Buy |
6,564
+1,652
| +34% | +$125K | 0.05% | 242 |
|
|
2020
Q4 | $379K | Buy |
4,912
+176
| +4% | +$13.6K | 0.04% | 250 |
|
|
2020
Q3 | $329K | Buy |
4,736
+264
| +6% | +$18.3K | 0.04% | 246 |
|
|
2020
Q2 | $269K | Sell |
4,472
-580
| -11% | -$34.9K | 0.04% | 263 |
|
|
2020
Q1 | $304K | Buy |
5,052
+560
| +12% | +$33.7K | 0.05% | 228 |
|
|
2019
Q4 | $272K | Buy |
4,492
+636
| +16% | +$38.5K | 0.04% | 331 |
|
|
2019
Q3 | $225K | Sell |
3,856
-260
| -6% | -$15.2K | 0.03% | 386 |
|
|
2019
Q2 | $211K | Buy |
+4,116
| New | +$211K | 0.03% | 413 |
|