YorkBridge Wealth Partners’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
Q4
$2.12M Buy
25,367
+129
+0.5% +$10.8K 0.54% 52
2022
Q3
$1.98M Buy
25,238
+120
+0.5% +$9.41K 0.51% 52
2022
Q2
$1.95M Sell
25,118
-6,856
-21% -$531K 0.51% 51
2022
Q1
$2.71M Sell
31,974
-362
-1% -$30.7K 0.59% 42
2021
Q4
$3.02M Sell
32,336
-599
-2% -$55.9K 0.68% 40
2021
Q3
$2.59M Buy
32,935
+150
+0.5% +$11.8K 0.65% 46
2021
Q2
$2.4M Buy
32,785
+602
+2% +$44.1K 0.63% 45
2021
Q1
$2.43M Buy
32,183
+1,959
+6% +$148K 0.72% 41
2020
Q4
$2.33M Buy
30,224
+352
+1% +$27.2K 0.78% 37
2020
Q3
$2.07M Buy
29,872
+7,832
+36% +$544K 0.87% 35
2020
Q2
$1.32M Sell
22,040
-616
-3% -$37K 0.6% 52
2020
Q1
$1.36M Buy
22,656
+1,048
+5% +$63K 0.84% 41
2019
Q4
$1.31M Sell
21,608
-2,572
-11% -$156K 0.6% 54
2019
Q3
$1.41M Sell
24,180
-5,164
-18% -$301K 0.71% 44
2019
Q2
$1.5M Buy
29,344
+48
+0.2% +$2.46K 0.67% 41
2019
Q1
$1.42M Sell
29,296
-188
-0.6% -$9.09K 0.65% 44
2018
Q4
$1.28M Buy
29,484
+2,612
+10% +$113K 0.68% 45
2018
Q3
$1.12M Sell
26,872
-1,716
-6% -$71.6K 0.51% 55
2018
Q2
$1.19M Buy
28,588
+492
+2% +$20.5K 0.52% 54
2018
Q1
$1.12M Buy
28,096
+2,720
+11% +$108K 0.51% 55
2017
Q4
$979K Sell
25,376
-900
-3% -$34.7K 0.47% 59
2017
Q3
$963K Sell
26,276
-396
-1% -$14.5K 0.5% 53
2017
Q2
$931K Sell
26,672
-2,260
-8% -$78.9K 0.49% 53
2017
Q1
$969K Buy
28,932
+2,140
+8% +$71.7K 0.51% 55
2016
Q4
$769K Buy
+26,792
New +$769K 0.45% 62