American Research & Management Company’s NextEra Energy, Inc. NEE Stock Holding History

American Research & Management Company’s Portfolio NEE Stock Details NEE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2022 Q3	$707K	Buy	9,013 +47	+0.5%	+$3.69K	0.2%	76
2022 Q2	$695K	Buy	8,966 +500	+6%	+$38.8K	0.18%	78
2022 Q1	$717K	Buy	8,466 +600	+8%	+$50.8K	0.16%	78
2021 Q4	$734K	Buy	7,866 +250	+3%	+$23.3K	0.16%	80
2021 Q3	$598K	Hold	7,616	–	–	0.14%	85
2021 Q2	$558K	Hold	7,616	–	–	0.13%	87
2021 Q1	$576K	Hold	7,616	–	–	0.14%	87
2020 Q4	$588K	Buy	7,616 +516	+7%	+$39.8K	0.15%	86
2020 Q3	$493K	Hold	7,100	–	–	0.14%	80
2020 Q2	$426K	Hold	7,100	–	–	0.13%	86
2020 Q1	$427K	Sell	7,100 -200	-3%	-$12K	0.16%	84
2019 Q4	$442K	Sell	7,300 -100	-1%	-$6.06K	0.13%	96
2019 Q3	$431K	Hold	7,400	–	–	0.13%	102
2019 Q2	$379K	Hold	7,400	–	–	0.11%	110
2019 Q1	$358K	Hold	7,400	–	–	0.1%	114
2018 Q4	$322K	Hold	7,400	–	–	0.11%	109
2018 Q3	$310K	Sell	7,400 -500	-6%	-$20.9K	0.09%	115
2018 Q2	$330K	Sell	7,900 -4,000	-34%	-$167K	0.11%	101
2018 Q1	$486K	Hold	11,900	–	–	0.16%	91
2017 Q4	$465K	Buy	11,900 +1,100	+10%	+$43K	0.14%	97
2017 Q3	$396K	Hold	10,800	–	–	0.13%	99
2017 Q2	$378K	Hold	10,800	–	–	0.12%	94
2017 Q1	$347K	Hold	10,800	–	–	0.12%	86
2016 Q4	$323K	Hold	10,800	–	–	0.11%	99
2016 Q3	$330K	Buy	10,800 +9,600	+800%	+$293K	0.12%	90
2016 Q2	$39K	Hold	1,200	–	–	0.02%	183
2016 Q1	$36K	Hold	1,200	–	–	0.02%	188
2015 Q4	$31K	Hold	1,200	–	–	0.01%	199
2015 Q3	$29K	Hold	1,200	–	–	0.01%	208
2015 Q2	$29K	Hold	1,200	–	–	0.01%	214
2015 Q1	$31K	Hold	1,200	–	–	0.01%	208
2014 Q4	$32K	Hold	1,200	–	–	0.01%	199
2014 Q3	$28K	Hold	1,200	–	–	0.01%	213
2014 Q2	$31K	Hold	1,200	–	–	0.01%	208
2014 Q1	$29K	Hold	1,200	–	–	0.01%	212
2013 Q4	$26K	Hold	1,200	–	–	0.01%	223
2013 Q3	$24K	Hold	1,200	–	–	0.01%	222
2013 Q2	$24K	Buy	+1,200	New	+$24K	0.01%	214