WR Wealth Planners’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 | $743K | Sell |
10,358
-3,449
| -25% | -$247K | 0.24% | 64 |
|
|
2024
Q3 | $1.17M | Buy |
13,807
+524
| +4% | +$44.3K | 0.32% | 51 |
|
|
2024
Q2 | $941K | Buy |
13,283
+671
| +5% | +$47.5K | 0.29% | 51 |
|
|
2024
Q1 | $806K | Buy |
12,612
+1,631
| +15% | +$104K | 0.25% | 58 |
|
|
2023
Q4 | $667K | Buy |
10,981
+3,244
| +42% | +$197K | 0.25% | 70 |
|
|
2023
Q3 | $443K | Buy |
7,737
+6,063
| +362% | +$347K | 0.17% | 100 |
|
|
2023
Q2 | $124K | Sell |
1,674
-1,288
| -43% | -$95.6K | 0.05% | 216 |
|
|
2023
Q1 | $228K | Sell |
2,962
-2,826
| -49% | -$218K | 0.1% | 144 |
|
|
2022
Q4 | $484K | Buy |
5,788
+84
| +1% | +$7.02K | 0.3% | 54 |
|
|
2022
Q3 | $447K | Sell |
5,704
-338
| -6% | -$26.5K | 0.31% | 53 |
|
|
2022
Q2 | $468K | Sell |
6,042
-43
| -0.7% | -$3.33K | 0.31% | 54 |
|
|
2022
Q1 | $515K | Buy |
+6,085
| New | +$515K | 0.31% | 55 |
|