WealthTrust Asset 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
Q4 | – | Sell |
-2,649
| Closed | -$224K | – | 97 |
|
|
2024
Q3 | $224K | Buy |
+2,649
| New | +$224K | 0.17% | 82 |
|
|
2023
Q3 | – | Sell |
-2,986
| Closed | -$222K | – | 80 |
|
|
2023
Q2 | $222K | Buy |
2,986
+15
| +0.5% | +$1.11K | 0.2% | 64 |
|
|
2023
Q1 | $229K | Buy |
2,971
+22
| +0.7% | +$1.7K | 0.22% | 65 |
|
|
2022
Q4 | $247K | Buy |
2,949
+85
| +3% | +$7.11K | 0.24% | 57 |
|
|
2022
Q3 | $225K | Buy |
2,864
+235
| +9% | +$18.5K | 0.24% | 58 |
|
|
2022
Q2 | $204K | Buy |
2,629
+15
| +0.6% | +$1.16K | 0.19% | 67 |
|
|
2022
Q1 | $221K | Buy |
2,614
+12
| +0.5% | +$1.02K | 0.16% | 73 |
|
|
2021
Q4 | $243K | Buy |
2,602
+11
| +0.4% | +$1.03K | 0.16% | 64 |
|
|
2021
Q3 | $203K | Buy |
+2,591
| New | +$203K | 0.18% | 65 |
|