Arbor 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 | $2.2M | Buy |
23,559
+1,602
| +7% | +$150K | 0.48% | 24 |
|
|
2021
Q3 | $1.72M | Sell |
21,957
-1,509
| -6% | -$118K | 0.41% | 26 |
|
|
2021
Q2 | $1.72M | Buy |
23,466
+1,201
| +5% | +$88K | 0.42% | 26 |
|
|
2021
Q1 | $1.68M | Buy |
22,265
+431
| +2% | +$32.6K | 0.5% | 25 |
|
|
2020
Q4 | $1.68M | Sell |
21,834
-2
| -0% | -$154 | 0.63% | 26 |
|
|
2020
Q3 | $1.52M | Sell |
21,836
-136
| -0.6% | -$9.44K | 0.6% | 27 |
|
|
2020
Q2 | $1.32M | Sell |
21,972
-696
| -3% | -$41.8K | 0.62% | 28 |
|
|
2020
Q1 | $1.36M | Hold |
22,668
| – | – | 0.87% | 24 |
|
|
2019
Q4 | $1.37M | Buy |
22,668
+10,296
| +83% | +$623K | 0.57% | 39 |
|
|
2019
Q3 | $721K | Buy |
12,372
+4
| +0% | +$233 | 0.37% | 39 |
|
|
2019
Q2 | $634K | Buy |
12,368
+380
| +3% | +$19.5K | 0.34% | 39 |
|
|
2019
Q1 | $579K | Buy |
11,988
+6,444
| +116% | +$311K | 0.35% | 41 |
|
|
2018
Q4 | $241K | Buy |
+5,544
| New | +$241K | 0.21% | 43 |
|