BRWM
B. Riley Wealth Management’s NextEra Energy, Inc. NEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $5.71K | Sell |
73,692
-38,627
| -34% | -$2.99K | 0.01% | 137 |
|
|
2022
Q1 | $9.52M | Sell |
112,319
-264
| -0.2% | -$22.4K | 0.73% | 29 |
|
|
2021
Q4 | $10.5M | Sell |
112,583
-138
| -0.1% | -$12.9K | 0.73% | 29 |
|
|
2021
Q3 | $8.85M | Sell |
112,721
-2,195
| -2% | -$172K | 0.68% | 30 |
|
|
2021
Q2 | $8.42M | Sell |
114,916
-10,219
| -8% | -$749K | 0.93% | 25 |
|
|
2021
Q1 | $9.46M | Buy |
125,135
+12,038
| +11% | +$910K | 1.11% | 22 |
|
|
2020
Q4 | $8.73M | Buy |
113,097
+82,366
| +268% | +$6.35M | 1.13% | 20 |
|
|
2020
Q3 | $8.53M | Buy |
30,731
+579
| +2% | +$161K | 1.01% | 22 |
|
|
2020
Q2 | $7.24M | Sell |
30,152
-1,860
| -6% | -$447K | 0.79% | 30 |
|
|
2020
Q1 | $7.7M | Buy |
32,012
+29,987
| +1,481% | +$7.22M | 0.81% | 28 |
|
|
2019
Q4 | $490K | Buy |
2,025
+402
| +25% | +$97.3K | 0.07% | 214 |
|
|
2019
Q3 | $378K | Buy |
1,623
+60
| +4% | +$14K | 0.07% | 242 |
|
|
2019
Q2 | $320 | Buy |
1,563
+16
| +1% | +$3 | 0.05% | 272 |
|
|
2019
Q1 | $299K | Buy |
+1,547
| New | +$299K | 0.05% | 279 |
|
|
2015
Q3 | – | Sell |
-83
| Closed | -$8K | – | 539 |
|
|
2015
Q2 | $8K | Sell |
83
-52
| -39% | -$5.01K | 0.01% | 785 |
|
|
2015
Q1 | $14K | Sell |
135
-50
| -27% | -$5.19K | 0.01% | 692 |
|
|
2014
Q4 | $19K | Sell |
185
-25
| -12% | -$2.57K | 0.02% | 596 |
|
|
2014
Q3 | $19K | Sell |
210
-2,326
| -92% | -$210K | 0.01% | 619 |
|
|
2014
Q2 | $259K | Sell |
2,536
-25
| -1% | -$2.55K | 0.17% | 163 |
|
|
2014
Q1 | $245K | Buy |
+2,561
| New | +$245K | 0.18% | 152 |
|