Barnett & Company’s NextEra Energy, Inc. NEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-60
| Closed | -$6K | – | 202 |
|
|
2021
Q4 | $6K | Buy |
+60
| New | +$6K | ﹤0.01% | 222 |
|
|
2021
Q1 | – | Sell |
-152
| Closed | -$11K | – | 296 |
|
|
2020
Q4 | $11K | Hold |
152
| – | – | 0.01% | 240 |
|
|
2020
Q3 | $11K | Hold |
152
| – | – | 0.01% | 237 |
|
|
2020
Q2 | $9K | Buy |
+152
| New | +$9K | 0.01% | 226 |
|
|
2017
Q3 | – | Sell |
-952
| Closed | -$33K | – | 340 |
|
|
2017
Q2 | $33K | Hold |
952
| – | – | 0.02% | 234 |
|
|
2017
Q1 | $31K | Hold |
952
| – | – | 0.02% | 211 |
|
|
2016
Q4 | $28K | Hold |
952
| – | – | 0.01% | 241 |
|
|
2016
Q3 | $29K | Sell |
952
-124
| -12% | -$3.78K | 0.02% | 249 |
|
|
2016
Q2 | $35K | Hold |
1,076
| – | – | 0.02% | 219 |
|
|
2016
Q1 | $32K | Buy |
+1,076
| New | +$32K | 0.02% | 238 |
|