Appleton 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-2,991
| Closed | -$253K | – | 263 |
|
|
2024
Q3 | $253K | Sell |
2,991
-130
| -4% | -$11K | 0.02% | 236 |
|
|
2024
Q2 | $221K | Sell |
3,121
-168
| -5% | -$11.9K | 0.02% | 246 |
|
|
2024
Q1 | $210K | Sell |
3,289
-2,095
| -39% | -$134K | 0.02% | 267 |
|
|
2023
Q4 | $327K | Sell |
5,384
-605
| -10% | -$36.7K | 0.03% | 232 |
|
|
2023
Q3 | $343K | Sell |
5,989
-1,966
| -25% | -$113K | 0.03% | 230 |
|
|
2023
Q2 | $590K | Sell |
7,955
-5,405
| -40% | -$401K | 0.05% | 182 |
|
|
2023
Q1 | $1.03M | Buy |
13,360
+432
| +3% | +$33.3K | 0.09% | 149 |
|
|
2022
Q4 | $1.08M | Buy |
12,928
+260
| +2% | +$21.7K | 0.1% | 146 |
|
|
2022
Q3 | $993K | Sell |
12,668
-439
| -3% | -$34.4K | 0.1% | 147 |
|
|
2022
Q2 | $1.02M | Buy |
13,107
+4
| +0% | +$310 | 0.1% | 148 |
|
|
2022
Q1 | $1.11M | Sell |
13,103
-85
| -0.6% | -$7.2K | 0.09% | 153 |
|
|
2021
Q4 | $1.23M | Sell |
13,188
-132
| -1% | -$12.3K | 0.09% | 151 |
|
|
2021
Q3 | $1.05M | Buy |
13,320
+420
| +3% | +$33K | 0.09% | 156 |
|
|
2021
Q2 | $945K | Buy |
12,900
+175
| +1% | +$12.8K | 0.08% | 159 |
|
|
2021
Q1 | $962K | Buy |
12,725
+32
| +0.3% | +$2.42K | 0.09% | 150 |
|
|
2020
Q4 | $979K | Buy |
12,693
+345
| +3% | +$26.6K | 0.1% | 145 |
|
|
2020
Q3 | $857K | Sell |
12,348
-280
| -2% | -$19.4K | 0.09% | 145 |
|
|
2020
Q2 | $758K | Sell |
12,628
-680
| -5% | -$40.8K | 0.09% | 148 |
|
|
2020
Q1 | $801K | Buy |
13,308
+1,180
| +10% | +$71K | 0.11% | 140 |
|
|
2019
Q4 | $734K | Sell |
12,128
-40
| -0.3% | -$2.42K | 0.08% | 162 |
|
|
2019
Q3 | $709K | Hold |
12,168
| – | – | 0.09% | 161 |
|
|
2019
Q2 | $623K | Buy |
12,168
+364
| +3% | +$18.6K | 0.08% | 167 |
|
|
2019
Q1 | $570K | Sell |
11,804
-64
| -0.5% | -$3.09K | 0.08% | 172 |
|
|
2018
Q4 | $516K | Sell |
11,868
-980
| -8% | -$42.6K | 0.08% | 170 |
|
|
2018
Q3 | $538K | Hold |
12,848
| – | – | 0.07% | 181 |
|
|
2018
Q2 | $537K | Sell |
12,848
-504
| -4% | -$21.1K | 0.08% | 180 |
|
|
2018
Q1 | $545K | Sell |
13,352
-428
| -3% | -$17.5K | 0.08% | 178 |
|
|
2017
Q4 | $538K | Sell |
13,780
-308
| -2% | -$12K | 0.08% | 175 |
|
|
2017
Q3 | $516K | Buy |
14,088
+1,400
| +11% | +$51.3K | 0.09% | 163 |
|
|
2017
Q2 | $444K | Sell |
12,688
-120
| -0.9% | -$4.2K | 0.07% | 175 |
|
|
2017
Q1 | $411K | Sell |
12,808
-260
| -2% | -$8.34K | 0.08% | 176 |
|
|
2016
Q4 | $390K | Buy |
13,068
+280
| +2% | +$8.36K | 0.08% | 161 |
|
|
2016
Q3 | $391K | Buy |
12,788
+1,108
| +9% | +$33.9K | 0.07% | 158 |
|
|
2016
Q2 | $381K | Buy |
11,680
+620
| +6% | +$20.2K | 0.08% | 157 |
|
|
2016
Q1 | $327K | Buy |
+11,060
| New | +$327K | 0.06% | 169 |
|