WF
WoodTrust Financial’s NextEra Energy, Inc. NEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-5,304
| Closed | -$322K | – | 178 |
|
|
2023
Q4 | $322K | Buy |
5,304
+504
| +11% | +$30.6K | 0.06% | 127 |
|
|
2023
Q3 | $275K | Buy |
+4,800
| New | +$275K | 0.05% | 131 |
|
|
2023
Q2 | – | Sell |
-4,421
| Closed | -$341K | – | 156 |
|
|
2023
Q1 | $341K | Hold |
4,421
| – | – | 0.07% | 116 |
|
|
2022
Q4 | $370K | Hold |
4,421
| – | – | 0.08% | 114 |
|
|
2022
Q3 | $347K | Sell |
4,421
-36
| -0.8% | -$2.83K | 0.08% | 113 |
|
|
2022
Q2 | $345K | Sell |
4,457
-1,268
| -22% | -$98.2K | 0.08% | 116 |
|
|
2022
Q1 | $485K | Buy |
5,725
+2,268
| +66% | +$192K | 0.1% | 101 |
|
|
2021
Q4 | $322K | Buy |
+3,457
| New | +$322K | 0.07% | 112 |
|