Balasa Dinverno & Foltz’s NextEra Energy NEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $1.85M | Buy |
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|
2022
Q2 | $1.7M | Sell |
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|
2022
Q1 | $1.93M | Sell |
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|
2021
Q4 | $2.16M | Buy |
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|
2021
Q3 | $1.81M | Sell |
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|
2021
Q2 | $1.75M | Sell |
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|
2021
Q1 | $1.93M | Buy |
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|
2020
Q4 | $1.74M | Buy |
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|
2020
Q3 | $1.53M | Buy |
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|
2020
Q2 | $1.3M | Sell |
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|
2020
Q1 | $1.39M | Buy |
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|
2019
Q4 | $1.35M | Buy |
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|
2019
Q3 | $1.24M | Buy |
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|
2019
Q2 | $881K | Buy |
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|
2019
Q1 | $742K | Buy |
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|
2018
Q4 | $657K | Sell |
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|
2018
Q3 | $663K | Buy |
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|
2018
Q2 | $570K | Buy |
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|
2018
Q1 | $481K | Buy |
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|
2017
Q4 | $431K | Sell |
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|
2017
Q3 | $411K | Buy |
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|
2017
Q2 | $347K | Buy |
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|
2017
Q1 | $307K | Buy |
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|
2016
Q4 | $278K | Buy |
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|
2016
Q3 | $276K | Buy |
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|
2016
Q2 | $281K | Hold |
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|
2016
Q1 | $255K | Sell |
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|
2015
Q4 | $232K | Sell |
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|
2015
Q3 | $225K | Buy |
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|
2015
Q2 | $210K | Sell |
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|
2015
Q1 | $233K | Sell |
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|
2014
Q4 | $256K | Sell |
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|
2014
Q3 | $227K | Sell |
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|
2014
Q2 | $249K | Buy |
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