Atlas Capital Advisors’s NextEra Energy, Inc. NEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-99
| Closed | -$7.63K | – | 912 |
|
|
2023
Q1 | $7.63K | Hold |
99
| – | – | ﹤0.01% | 760 |
|
|
2022
Q4 | $8.28K | Hold |
99
| – | – | ﹤0.01% | 750 |
|
|
2022
Q3 | $7.76K | Buy |
99
+39
| +65% | +$3.06K | ﹤0.01% | 736 |
|
|
2022
Q2 | $4.65K | Hold |
60
| – | – | ﹤0.01% | 856 |
|
|
2022
Q1 | $5.08K | Hold |
60
| – | – | ﹤0.01% | 790 |
|
|
2021
Q4 | $5.6K | Sell |
60
-248
| -81% | -$23.2K | ﹤0.01% | 789 |
|
|
2021
Q3 | $24.2K | Hold |
308
| – | – | ﹤0.01% | 618 |
|
|
2021
Q2 | $22.6K | Sell |
308
-140
| -31% | -$10.3K | ﹤0.01% | 638 |
|
|
2021
Q1 | $33.9K | Hold |
448
| – | – | 0.01% | 534 |
|
|
2020
Q4 | $34.6K | Buy |
+448
| New | +$34.6K | 0.01% | 499 |
|
|
2020
Q3 | – | Sell |
-248
| Closed | -$14.9K | – | 486 |
|
|
2020
Q2 | $14.9K | Hold |
248
| – | – | ﹤0.01% | 579 |
|
|
2020
Q1 | $14.9K | Sell |
248
-100
| -29% | -$6.02K | ﹤0.01% | 551 |
|
|
2019
Q4 | $21.1K | Hold |
348
| – | – | 0.01% | 541 |
|
|
2019
Q3 | $20.3K | Sell |
348
-60
| -15% | -$3.5K | 0.01% | 530 |
|
|
2019
Q2 | $20.9K | Hold |
408
| – | – | 0.01% | 554 |
|
|
2019
Q1 | $19.7K | Sell |
408
-72
| -15% | -$3.48K | 0.01% | 487 |
|
|
2018
Q4 | $20.9K | Sell |
480
-132
| -22% | -$5.74K | 0.01% | 464 |
|
|
2018
Q3 | $25.7K | Buy |
+612
| New | +$25.7K | 0.01% | 455 |
|