Western Pacific Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-1,078
| Closed | -$61.8K | – | 268 |
|
|
2023
Q3 | $61.8K | Hold |
1,078
| – | – | 0.05% | 118 |
|
|
2023
Q2 | $80K | Sell |
1,078
-388
| -26% | -$28.8K | 0.06% | 102 |
|
|
2023
Q1 | $113K | Hold |
1,466
| – | – | 0.09% | 75 |
|
|
2022
Q4 | $123K | Buy |
1,466
+499
| +52% | +$41.7K | 0.1% | 62 |
|
|
2022
Q3 | $75K | Buy |
+967
| New | +$75K | 0.07% | 71 |
|