Altium 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $3.23M | Buy |
41,660
+2,265
| +6% | +$175K | 0.23% | 55 |
|
|
2022
Q1 | $3.34M | Buy |
39,395
+10,202
| +35% | +$864K | 0.22% | 56 |
|
|
2021
Q4 | $2.73M | Buy |
29,193
+2,887
| +11% | +$269K | 0.18% | 67 |
|
|
2021
Q3 | $2.07M | Sell |
26,306
-57
| -0.2% | -$4.48K | 0.15% | 79 |
|
|
2021
Q2 | $1.93M | Sell |
26,363
-272
| -1% | -$19.9K | 0.14% | 79 |
|
|
2021
Q1 | $2.01M | Buy |
26,635
+1,260
| +5% | +$95.3K | 0.16% | 73 |
|
|
2020
Q4 | $1.96M | Buy |
25,375
+79
| +0.3% | +$6.1K | 0.17% | 66 |
|
|
2020
Q3 | $1.76M | Sell |
25,296
-1,000
| -4% | -$69.4K | 0.18% | 67 |
|
|
2020
Q2 | $1.58M | Buy |
26,296
+2,872
| +12% | +$172K | 0.18% | 66 |
|
|
2020
Q1 | $1.41M | Buy |
23,424
+3,252
| +16% | +$196K | 0.19% | 63 |
|
|
2019
Q4 | $1.22M | Buy |
20,172
+140
| +0.7% | +$8.47K | 0.15% | 79 |
|
|
2019
Q3 | $1.17M | Buy |
20,032
+640
| +3% | +$37.3K | 0.16% | 75 |
|
|
2019
Q2 | $993K | Buy |
19,392
+672
| +4% | +$34.4K | 0.14% | 83 |
|
|
2019
Q1 | $905K | Sell |
18,720
-64
| -0.3% | -$3.09K | 0.14% | 90 |
|
|
2018
Q4 | $816K | Buy |
18,784
+4,080
| +28% | +$177K | 0.16% | 89 |
|
|
2018
Q3 | $616K | Buy |
14,704
+1,660
| +13% | +$69.5K | 0.12% | 138 |
|
|
2018
Q2 | $545K | Buy |
13,044
+7,596
| +139% | +$317K | 0.15% | 109 |
|
|
2018
Q1 | $223K | Buy |
+5,448
| New | +$223K | 0.09% | 151 |
|