Western Financial Corp’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
Q1 | – | Sell |
-10,260
| Closed | -$858K | – | 118 |
|
|
2022
Q4 | $858K | Buy |
10,260
+995
| +11% | +$83.2K | 0.56% | 37 |
|
|
2022
Q3 | $726K | Sell |
9,265
-960
| -9% | -$75.2K | 0.51% | 40 |
|
|
2022
Q2 | $792K | Sell |
10,225
-881
| -8% | -$68.2K | 0.56% | 35 |
|
|
2022
Q1 | $941K | Buy |
11,106
+1,363
| +14% | +$115K | 0.55% | 39 |
|
|
2021
Q4 | $910K | Buy |
9,743
+613
| +7% | +$57.3K | 0.48% | 41 |
|
|
2021
Q3 | $717K | Sell |
9,130
-16
| -0.2% | -$1.26K | 0.43% | 47 |
|
|
2021
Q2 | $670K | Buy |
9,146
+947
| +12% | +$69.4K | 0.36% | 46 |
|
|
2021
Q1 | $620K | Buy |
8,199
+1,166
| +17% | +$88.2K | 0.38% | 46 |
|
|
2020
Q4 | $542K | Buy |
+7,033
| New | +$542K | 0.36% | 43 |
|