Advisor 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
Q2 | $9.45M | Buy |
122,012
+2,482
| +2% | +$192K | 0.66% | 24 |
|
|
2022
Q1 | $10.1M | Sell |
119,530
-3,377
| -3% | -$286K | 0.63% | 23 |
|
|
2021
Q4 | $11.5M | Sell |
122,907
-3,355
| -3% | -$313K | 0.69% | 22 |
|
|
2021
Q3 | $9.91M | Sell |
126,262
-1,528
| -1% | -$120K | 0.67% | 24 |
|
|
2021
Q2 | $9.36M | Sell |
127,790
-2,047
| -2% | -$150K | 0.62% | 26 |
|
|
2021
Q1 | $9.82M | Sell |
129,837
-4,241
| -3% | -$321K | 0.7% | 21 |
|
|
2020
Q4 | $10.3M | Sell |
134,078
-4,118
| -3% | -$318K | 0.78% | 21 |
|
|
2020
Q3 | $9.59M | Buy |
138,196
+1,276
| +0.9% | +$88.5K | 0.82% | 21 |
|
|
2020
Q2 | $8.22M | Buy |
136,920
+12,588
| +10% | +$756K | 0.77% | 24 |
|
|
2020
Q1 | $7.48M | Buy |
124,332
+26,932
| +28% | +$1.62M | 0.9% | 19 |
|
|
2019
Q4 | $6.13M | Buy |
97,400
+14,768
| +18% | +$929K | 0.63% | 31 |
|
|
2019
Q3 | $4.81M | Buy |
82,632
+5,964
| +8% | +$347K | 0.58% | 37 |
|
|
2019
Q2 | $3.93M | Buy |
76,668
+1,676
| +2% | +$85.8K | 0.48% | 39 |
|
|
2019
Q1 | $3.62M | Sell |
74,992
-1,616
| -2% | -$78.1K | 0.47% | 43 |
|
|
2018
Q4 | $3.33M | Buy |
76,608
+12,072
| +19% | +$525K | 0.53% | 40 |
|
|
2018
Q3 | $2.7M | Buy |
64,536
+1,796
| +3% | +$75.3K | 0.36% | 53 |
|
|
2018
Q2 | $2.62M | Buy |
62,740
+1,464
| +2% | +$61.1K | 0.44% | 46 |
|
|
2018
Q1 | $2.5M | Buy |
61,276
+3,308
| +6% | +$135K | 0.46% | 49 |
|
|
2017
Q4 | $2.18M | Buy |
57,968
+6,764
| +13% | +$254K | 0.39% | 52 |
|
|
2017
Q3 | $1.88M | Buy |
51,204
+32
| +0.1% | +$1.17K | 0.37% | 51 |
|
|
2017
Q2 | $1.79M | Buy |
51,172
+7,548
| +17% | +$264K | 0.42% | 51 |
|
|
2017
Q1 | $1.4M | Buy |
43,624
+568
| +1% | +$18.2K | 0.37% | 60 |
|
|
2016
Q4 | $1.29M | Sell |
43,056
-528
| -1% | -$15.8K | 0.39% | 64 |
|
|
2016
Q3 | $1.33M | Buy |
43,584
+220
| +0.5% | +$6.73K | 0.44% | 56 |
|
|
2016
Q2 | $1.41M | Buy |
43,364
+1,012
| +2% | +$33K | 0.49% | 50 |
|
|
2016
Q1 | $1.25M | Buy |
42,352
+168
| +0.4% | +$4.97K | 0.47% | 51 |
|
|
2015
Q4 | $1.1M | Buy |
42,184
+15,516
| +58% | +$403K | 0.37% | 77 |
|
|
2015
Q3 | $650K | Sell |
26,668
-1,548
| -5% | -$37.7K | 0.27% | 103 |
|
|
2015
Q2 | $724K | Buy |
28,216
+6,632
| +31% | +$170K | 0.28% | 107 |
|
|
2015
Q1 | $561K | Buy |
21,584
+624
| +3% | +$16.2K | 0.24% | 123 |
|
|
2014
Q4 | $557K | Buy |
+20,960
| New | +$557K | 0.25% | 119 |
|
|
2014
Q3 | – | Sell |
-19,140
| Closed | -$490K | – | 260 |
|
|
2014
Q2 | $490K | Buy |
19,140
+288
| +2% | +$7.37K | 0.24% | 126 |
|
|
2014
Q1 | $451K | Buy |
18,852
+1,284
| +7% | +$30.7K | 0.25% | 127 |
|
|
2013
Q4 | $376K | Buy |
17,568
+948
| +6% | +$20.3K | 0.22% | 141 |
|
|
2013
Q3 | $333K | Buy |
16,620
+2,804
| +20% | +$56.2K | 0.24% | 136 |
|
|
2013
Q2 | $281K | Buy |
+13,816
| New | +$281K | 0.23% | 139 |
|