Avalon Investment & Advisory’s NextEra Energy NEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $852K | Sell |
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|
2022
Q4 | $1.08M | Buy |
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|
2022
Q3 | $977K | Sell |
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|
2022
Q2 | $998K | Buy |
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|
2022
Q1 | $1.01M | Buy |
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|
2021
Q4 | $844K | Sell |
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|
2021
Q3 | $802K | Buy |
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|
2021
Q2 | $738K | Sell |
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|
2021
Q1 | $762K | Sell |
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|
2020
Q4 | $886K | Buy |
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|
2020
Q3 | $707K | Buy |
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|
2020
Q2 | $212K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $224K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $336K | Buy |
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|
2018
Q3 | $302K | Buy |
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|
2018
Q2 | $242K | Hold |
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|
2018
Q1 | $237K | Sell |
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|
2017
Q4 | $281K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $10.2M | Sell |
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|
2016
Q3 | $11.4M | Sell |
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|
2016
Q2 | $18.9M | Buy |
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|
2016
Q1 | $16M | Buy |
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|
2015
Q4 | $13.8M | Sell |
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|
2015
Q3 | $13.1M | Buy |
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|
2015
Q2 | $10.1M | Sell |
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|
2015
Q1 | $10.8M | Buy |
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|
2014
Q4 | $11M | Buy |
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|
2014
Q3 | $9.49M | Sell |
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|
2014
Q2 | $10.5M | Sell |
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|
2014
Q1 | $9.85M | Buy |
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