Bell Rock Capital’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
Q3 | $645K | Buy |
+8,231
| New | +$645K | 0.8% | 33 |
|
|
2022
Q2 | – | Sell |
-6,720
| Closed | -$564K | – | 91 |
|
|
2022
Q1 | $564K | Buy |
6,720
+632
| +10% | +$53K | 0.53% | 45 |
|
|
2021
Q4 | $552K | Buy |
+6,088
| New | +$552K | 0.41% | 53 |
|
|
2020
Q1 | – | Sell |
-1,168
| Closed | -$70K | – | 209 |
|
|
2019
Q4 | $70K | Buy |
1,168
+4
| +0.3% | +$240 | 0.06% | 186 |
|
|
2019
Q3 | $67K | Buy |
1,164
+8
| +0.7% | +$460 | 0.06% | 181 |
|
|
2019
Q2 | $59K | Buy |
1,156
+8
| +0.7% | +$408 | 0.05% | 183 |
|
|
2019
Q1 | $55K | Sell |
1,148
-2,456
| -68% | -$118K | 0.03% | 230 |
|
|
2018
Q4 | $157K | Sell |
3,604
-1,212
| -25% | -$52.8K | 0.11% | 129 |
|
|
2018
Q3 | $202K | Buy |
4,816
+8
| +0.2% | +$336 | 0.1% | 129 |
|
|
2018
Q2 | $201K | Buy |
4,808
+8
| +0.2% | +$334 | 0.1% | 132 |
|
|
2018
Q1 | $196K | Buy |
4,800
+4
| +0.1% | +$163 | 0.1% | 125 |
|
|
2017
Q4 | $187K | Buy |
4,796
+8
| +0.2% | +$312 | 0.1% | 135 |
|
|
2017
Q3 | $175K | Buy |
4,788
+8
| +0.2% | +$292 | 0.1% | 139 |
|
|
2017
Q2 | $167K | Hold |
4,780
| – | – | 0.1% | 137 |
|
|
2017
Q1 | $153K | Hold |
4,780
| – | – | 0.14% | 94 |
|
|
2016
Q4 | $143K | Buy |
+4,780
| New | +$143K | 0.15% | 102 |
|