XS
XR Securities’s NextEra Energy, Inc. NEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Hold |
0
| – | – | – | 151 |
|
|
2023
Q2 | – | Sell |
-2,899
| Closed | -$223K | – | 163 |
|
|
2023
Q1 | $223K | Sell |
2,899
-1,763
| -38% | -$136K | 0.01% | 60 |
|
|
2022
Q4 | $390K | Sell |
4,662
-2,288
| -33% | -$191K | 0.04% | 52 |
|
|
2022
Q3 | $545K | Buy |
+6,950
| New | +$545K | 0.3% | 40 |
|
|
2022
Q2 | – | Hold |
0
| – | – | – | 206 |
|
|
2022
Q1 | – | Sell |
-2,644
| Closed | -$247K | – | 226 |
|
|
2021
Q4 | $247K | Buy |
+2,644
| New | +$247K | 0.02% | 102 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 215 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 231 |
|
|
2021
Q1 | – | Sell |
-22,080
| Closed | -$1.7M | – | 243 |
|
|
2020
Q4 | $1.7M | Buy |
22,080
+19,707
| +830% | +$1.52M | 0.12% | 7 |
|
|
2020
Q3 | $659K | Buy |
+2,373
| New | +$659K | 0.05% | 19 |
|