AWA
ARS Wealth Advisors’s NextEra Energy, Inc. NEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $653K | Buy |
8,907
+3
| +0% | +$220 | 0.12% | 69 |
|
|
2021
Q1 | $673K | Sell |
8,904
-240
| -3% | -$18.1K | 0.15% | 59 |
|
|
2020
Q4 | $705K | Buy |
9,144
+6,964
| +319% | +$537K | 0.15% | 56 |
|
|
2020
Q3 | $605K | Buy |
2,180
+53
| +2% | +$14.7K | 0.17% | 56 |
|
|
2020
Q2 | $511K | Buy |
2,127
+7
| +0.3% | +$1.68K | 0.16% | 60 |
|
|
2020
Q1 | $510K | Sell |
2,120
-118
| -5% | -$28.4K | 0.21% | 53 |
|
|
2019
Q4 | $542K | Sell |
2,238
-49
| -2% | -$11.9K | 0.16% | 61 |
|
|
2019
Q3 | $533K | Sell |
2,287
-24
| -1% | -$5.59K | 0.17% | 60 |
|
|
2019
Q2 | $473K | Buy |
2,311
+477
| +26% | +$97.6K | 0.15% | 65 |
|
|
2019
Q1 | $355K | Buy |
1,834
+57
| +3% | +$11K | 0.11% | 80 |
|
|
2018
Q4 | $309K | Buy |
1,777
+1
| +0.1% | +$174 | 0.11% | 81 |
|
|
2018
Q3 | $298K | Sell |
1,776
-138
| -7% | -$23.2K | 0.1% | 89 |
|
|
2018
Q2 | $320K | Sell |
1,914
-2,840
| -60% | -$475K | 0.12% | 81 |
|
|
2018
Q1 | $776K | Buy |
4,754
+1,797
| +61% | +$293K | 0.29% | 50 |
|
|
2017
Q4 | $462K | Sell |
2,957
-6
| -0.2% | -$937 | 0.17% | 75 |
|
|
2017
Q3 | $434K | Buy |
2,963
+58
| +2% | +$8.5K | 0.17% | 77 |
|
|
2017
Q2 | $407K | Hold |
2,905
| – | – | 0.16% | 75 |
|
|
2017
Q1 | $373K | Buy |
+2,905
| New | +$373K | 0.16% | 74 |
|