Engrave Wealth Partners LLC
- SEC CIK
- 0001806222
- Latest filing
- Jan 16, 2024
NEE holding history
Nextera Energy Inc in every 13F filed by Engrave Wealth Partners LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
NEE overviewAll 13F holders of NEEFull Q4 2023 holdings
- Shares (Q4 2023)
- 6,163
- Value
- $374.3K
- % of portfolio
- 0.1%
- Quarters held
- 8
- Since Q2 2021
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q4 2023 | 6,163 | $374.3K | 0.1% | +186+3.1% | Added | Holders |
| Q3 2023 | 5,977 | $342.4K | 0.1% | +192+3.3% | Added | Holders |
| Q2 2023 | 5,785 | $429.3K | 0.1% | −76−1.3% | Reduced | Holders |
| Q1 2023 | 5,861 | $456.1K | 0.2% | −41−0.7% | Reduced | Holders |
| Q4 2022 | 5,902 | $494.6K | 0.2% | +5,902 | New | Holders |
| Q1 2022 | 0 | $0 | 0.0% | −2,214−100.0% | Sold out | Holders |
| Q4 2021 | 2,214 | $207.0K | 0.1% | −5,192−70.1% | Reduced | Holders |
| Q3 2021 | 7,406 | $582.0K | 0.2% | 00.0% | Unchanged | Holders |
| Q2 2021 | 7,406 | $543.0K | 0.2% | +7,406 | New | Holders |