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 |
|