ONE CHARLES PRIVATE WEALTH SERVICES, LLC – NextEra Energy, Inc. Transaction History
ONE CHARLES PRIVATE WEALTH SERVICES, LLC portfolio value:
$221,000
portfolio value
ONE CHARLES PRIVATE WEALTH SERVICES, LLC quarter portfolio value change:
+1.23%
quarter
NextEra Energy, Inc. 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | 0.00% | 0 shares | -5K | $78.41 | 2.81K | |
| Q2 2022 | share | Increase | +3.49% | 95 shares | -5K | $77.46 | 2.81K |
| Q1 2022 | share | Decrease | -2.19% | -61 shares | -29K | $84.71 | 2.72K |
| Q4 2021 | share | Increase | +2.39% | 65 shares | 46K | $92.77 | 2.78K |
| Q3 2021 | share | Decrease | -36.81% | -1.58K shares | -101K | $78.17 | 2.71K |
| Q2 2021 | share | Increase | +30.79% | 1.01K shares | 66K | $72.62 | 4.30K |
| Q1 2021 | share | Increase | +8.08% | 246 shares | 14K | $74.54 | 3.29K |
| Q4 2020 | share | Increase | 0.00% | 3.04K shares | 235K | $75.66 | 3.04K |
| Q3 2020 | share | Decrease | -100.00% | -4.38K shares | -311K | $67.74 | 0 |
| Q2 2020 | share | Increase | 0.00% | 4.38K shares | 311K | $58.32 | 4.38K |