Widmann Financial Services’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 |
-2,400
| Closed | -$203K | – | 105 |
|
|
2024
Q3 | $203K | Hold |
2,400
| – | – | 0.15% | 99 |
|
|
2024
Q2 | $170K | Buy |
+2,400
| New | +$170K | 0.14% | 103 |
|
|
2023
Q1 | – | Sell |
-2,400
| Closed | -$201K | – | 83 |
|
|
2022
Q4 | $201K | Buy |
+2,400
| New | +$201K | 0.21% | 78 |
|
|
2022
Q2 | – | Sell |
-2,400
| Closed | -$203K | – | 88 |
|
|
2022
Q1 | $203K | Hold |
2,400
| – | – | 0.18% | 83 |
|
|
2021
Q4 | $224K | Buy |
+2,400
| New | +$224K | 0.18% | 82 |
|