WestEnd Advisors’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 |
-28
| Closed | -$2.37K | – | 387 |
|
|
2024
Q3 | $2.37K | Sell |
28
-2
| -7% | -$169 | ﹤0.01% | 87 |
|
|
2024
Q2 | $2.12K | Sell |
30
-2
| -6% | -$142 | ﹤0.01% | 86 |
|
|
2024
Q1 | $2.05K | Buy |
32
+3
| +10% | +$192 | ﹤0.01% | 87 |
|
|
2023
Q4 | $1.76K | Sell |
29
-24
| -45% | -$1.46K | ﹤0.01% | 93 |
|
|
2023
Q3 | $3.04K | Buy |
+53
| New | +$3.04K | ﹤0.01% | 75 |
|
|
2023
Q2 | – | Hold |
0
| – | -$3.47K | – | 218 |
|
|
2023
Q1 | – | Sell |
-43
| Closed | -$3.6K | – | 71 |
|
|
2022
Q4 | $3.6K | Buy |
43
+12
| +39% | +$1K | ﹤0.01% | 67 |
|
|
2022
Q3 | $2K | Buy |
31
+10
| +48% | +$645 | ﹤0.01% | 88 |
|
|
2022
Q2 | $1.63K | Buy |
+21
| New | +$1.63K | ﹤0.01% | 91 |
|