Alera Investment Advisors’s NextEra Energy, Inc. NEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $678K | Buy |
8,019
+430
| +6% | +$36.3K | 0.08% | 105 |
|
|
2024
Q2 | $537K | Sell |
7,589
-9,344
| -55% | -$662K | 0.06% | 124 |
|
|
2024
Q1 | $1.08M | Sell |
16,933
-5,073
| -23% | -$324K | 0.15% | 53 |
|
|
2023
Q4 | $1.34M | Buy |
22,006
+1,824
| +9% | +$111K | 0.17% | 39 |
|
|
2023
Q3 | $1.16M | Sell |
20,182
-727
| -3% | -$41.7K | 0.19% | 37 |
|
|
2023
Q2 | $1.55M | Buy |
20,909
+2,735
| +15% | +$203K | 0.33% | 29 |
|
|
2023
Q1 | $1.4M | Buy |
18,174
+6,888
| +61% | +$531K | 0.32% | 30 |
|
|
2022
Q4 | $944K | Sell |
11,286
-554
| -5% | -$46.3K | 0.22% | 48 |
|
|
2022
Q3 | $928K | Sell |
11,840
-98
| -0.8% | -$7.68K | 0.26% | 45 |
|
|
2022
Q2 | $925K | Sell |
11,938
-703
| -6% | -$54.5K | 0.26% | 51 |
|
|
2022
Q1 | $1.07M | Buy |
12,641
+4,515
| +56% | +$383K | 0.25% | 50 |
|
|
2021
Q4 | $759K | Sell |
8,126
-3,200
| -28% | -$299K | 0.21% | 42 |
|
|
2021
Q3 | $889K | Sell |
11,326
-39
| -0.3% | -$3.06K | 0.26% | 36 |
|
|
2021
Q2 | $833K | Buy |
11,365
+45
| +0.4% | +$3.3K | 0.25% | 38 |
|
|
2021
Q1 | $856K | Sell |
11,320
-760
| -6% | -$57.5K | 0.28% | 38 |
|
|
2020
Q4 | $932K | Sell |
12,080
-48
| -0.4% | -$3.7K | 0.33% | 32 |
|
|
2020
Q3 | $842K | Buy |
12,128
+2,500
| +26% | +$174K | 0.34% | 34 |
|
|
2020
Q2 | $578K | Buy |
9,628
+180
| +2% | +$10.8K | 0.3% | 38 |
|
|
2020
Q1 | $568K | Buy |
9,448
+356
| +4% | +$21.4K | 0.34% | 35 |
|
|
2019
Q4 | $550K | Sell |
9,092
-868
| -9% | -$52.5K | 0.25% | 35 |
|
|
2019
Q3 | $580K | Buy |
9,960
+28
| +0.3% | +$1.63K | 0.29% | 36 |
|
|
2019
Q2 | $509K | Buy |
9,932
+48
| +0.5% | +$2.46K | 0.26% | 40 |
|
|
2019
Q1 | $478K | Buy |
9,884
+124
| +1% | +$6K | 0.23% | 40 |
|
|
2018
Q4 | $424K | Buy |
+9,760
| New | +$424K | 0.26% | 48 |
|