Windsor 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-4,776
| Closed | -$433K | – | 240 |
|
|
2021
Q4 | $433K | Buy |
4,776
+47
| +1% | +$4.26K | 0.08% | 162 |
|
|
2021
Q3 | $375K | Hold |
4,729
| – | – | 0.08% | 166 |
|
|
2021
Q2 | $347K | Sell |
4,729
-186
| -4% | -$13.6K | 0.08% | 168 |
|
|
2021
Q1 | $372K | Sell |
4,915
-178
| -3% | -$13.5K | 0.09% | 161 |
|
|
2020
Q4 | $393K | Sell |
5,093
-363
| -7% | -$28K | 0.1% | 151 |
|
|
2020
Q3 | $413K | Buy |
5,456
+116
| +2% | +$8.78K | 0.12% | 140 |
|
|
2020
Q2 | $321K | Sell |
5,340
-548
| -9% | -$32.9K | 0.1% | 150 |
|
|
2020
Q1 | $354K | Sell |
5,888
-340
| -5% | -$20.4K | 0.14% | 133 |
|
|
2019
Q4 | $377K | Buy |
6,228
+184
| +3% | +$11.1K | 0.14% | 140 |
|
|
2019
Q3 | $346K | Sell |
6,044
-256
| -4% | -$14.7K | 0.15% | 135 |
|
|
2019
Q2 | $321K | Buy |
6,300
+1,756
| +39% | +$89.5K | 0.14% | 145 |
|
|
2019
Q1 | $220K | Buy |
+4,544
| New | +$220K | 0.12% | 141 |
|