Almanack Investment 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
Q3 | – | Sell |
-10,923
| Closed | -$846K | – | 852 |
|
|
2022
Q2 | $846K | Sell |
10,923
-345
| -3% | -$26.7K | 0.08% | 150 |
|
|
2022
Q1 | $954K | Sell |
11,268
-595
| -5% | -$50.4K | 0.08% | 157 |
|
|
2021
Q4 | $1.11M | Buy |
11,863
+95
| +0.8% | +$8.87K | 0.09% | 144 |
|
|
2021
Q3 | $924K | Buy |
11,768
+336
| +3% | +$26.4K | 0.08% | 167 |
|
|
2021
Q2 | $838K | Sell |
11,432
-54
| -0.5% | -$3.96K | 0.08% | 156 |
|
|
2021
Q1 | $868K | Buy |
11,486
+6
| +0.1% | +$453 | 0.09% | 152 |
|
|
2020
Q4 | $886K | Sell |
11,480
-33,352
| -74% | -$2.57M | 0.1% | 124 |
|
|
2020
Q3 | $852K | Buy |
44,832
+33,184
| +285% | +$631K | 0.1% | 126 |
|
|
2020
Q2 | $699K | Sell |
11,648
-3,960
| -25% | -$238K | 0.12% | 92 |
|
|
2020
Q1 | $939K | Buy |
15,608
+3,032
| +24% | +$182K | 0.2% | 62 |
|
|
2019
Q4 | $761K | Sell |
12,576
-1,920
| -13% | -$116K | 0.15% | 78 |
|
|
2019
Q3 | $844K | Buy |
14,496
+464
| +3% | +$27K | 0.16% | 83 |
|
|
2019
Q2 | $719K | Buy |
14,032
+56
| +0.4% | +$2.87K | 0.17% | 76 |
|
|
2019
Q1 | $675K | Buy |
13,976
+964
| +7% | +$46.6K | 0.19% | 57 |
|
|
2018
Q4 | $565K | Buy |
13,012
+200
| +2% | +$8.68K | 0.17% | 72 |
|
|
2018
Q3 | $556K | Buy |
12,812
+2,124
| +20% | +$92.2K | 0.15% | 80 |
|
|
2018
Q2 | $446K | Buy |
10,688
+88
| +0.8% | +$3.67K | 0.2% | 45 |
|
|
2018
Q1 | $433K | Buy |
10,600
+2,032
| +24% | +$83K | 0.17% | 54 |
|
|
2017
Q4 | $334K | Sell |
8,568
-164
| -2% | -$6.39K | 0.13% | 78 |
|
|
2017
Q3 | $320K | Buy |
8,732
+80
| +0.9% | +$2.93K | 0.16% | 65 |
|
|
2017
Q2 | $303K | Buy |
8,652
+3,396
| +65% | +$119K | 0.17% | 86 |
|
|
2017
Q1 | $169K | Sell |
5,256
-1,944
| -27% | -$62.5K | 0.13% | 113 |
|
|
2016
Q4 | $215K | Buy |
+7,200
| New | +$215K | 0.18% | 62 |
|