Altavista Wealth Management’s NextEra Energy, Inc. NEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $2.19M | Hold |
23,472
| – | – | 0.44% | 46 |
|
|
2021
Q3 | $1.84M | Buy |
23,472
+42
| +0.2% | +$3.3K | 0.41% | 50 |
|
|
2021
Q2 | $1.72M | Buy |
23,430
+120
| +0.5% | +$8.79K | 0.37% | 52 |
|
|
2021
Q1 | $1.76M | Sell |
23,310
-1,278
| -5% | -$96.6K | 0.43% | 48 |
|
|
2020
Q4 | $1.9M | Hold |
24,588
| – | – | 0.48% | 46 |
|
|
2020
Q3 | $1.71M | Hold |
24,588
| – | – | 0.47% | 50 |
|
|
2020
Q2 | $1.48M | Hold |
24,588
| – | – | 0.43% | 52 |
|
|
2020
Q1 | $1.48M | Buy |
24,588
+2,400
| +11% | +$144K | 0.5% | 46 |
|
|
2019
Q4 | $1.34M | Buy |
22,188
+280
| +1% | +$16.9K | 0.4% | 57 |
|
|
2019
Q3 | $1.28M | Sell |
21,908
-600
| -3% | -$34.9K | 0.4% | 57 |
|
|
2019
Q2 | $1.15M | Sell |
22,508
-400
| -2% | -$20.5K | 0.37% | 60 |
|
|
2019
Q1 | $1.11M | Sell |
22,908
-320
| -1% | -$15.5K | 0.39% | 61 |
|
|
2018
Q4 | $1.01M | Sell |
23,228
-200
| -0.9% | -$8.69K | 0.41% | 63 |
|
|
2018
Q3 | $982K | Sell |
23,428
-320
| -1% | -$13.4K | 0.37% | 70 |
|
|
2018
Q2 | $992K | Hold |
23,748
| – | – | 0.4% | 66 |
|
|
2018
Q1 | $970K | Hold |
23,748
| – | – | 0.41% | 67 |
|
|
2017
Q4 | $927K | Buy |
23,748
+16,704
| +237% | +$652K | 0.39% | 67 |
|
|
2017
Q3 | $258K | Buy |
7,044
+536
| +8% | +$19.6K | 0.12% | 124 |
|
|
2017
Q2 | $228K | Hold |
6,508
| – | – | 0.11% | 124 |
|
|
2017
Q1 | $209K | Buy |
+6,508
| New | +$209K | 0.1% | 124 |
|
|
2016
Q3 | – | Sell |
-7,908
| Closed | -$258K | – | 128 |
|
|
2016
Q2 | $258K | Sell |
7,908
-176
| -2% | -$5.74K | 0.14% | 111 |
|
|
2016
Q1 | $239K | Hold |
8,084
| – | – | 0.13% | 111 |
|
|
2015
Q4 | $210K | Buy |
+8,084
| New | +$210K | 0.12% | 117 |
|
|
2015
Q2 | – | Sell |
-8,084
| Closed | -$210K | – | 111 |
|
|
2015
Q1 | $210K | Hold |
8,084
| – | – | 0.13% | 103 |
|
|
2014
Q4 | $216K | Buy |
+8,084
| New | +$216K | 0.13% | 108 |
|
|
2014
Q3 | – | Sell |
-9,084
| Closed | -$233K | – | 117 |
|
|
2014
Q2 | $233K | Buy |
9,084
+400
| +5% | +$10.3K | 0.15% | 109 |
|
|
2014
Q1 | $208K | Buy |
+8,684
| New | +$208K | 0.13% | 117 |
|