Berman Capital Advisors’s NextEra Energy, Inc. NEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $731K | Buy |
9,323
+1,876
| +25% | +$147K | 0.12% | 97 |
|
|
2021
Q2 | $545K | Buy |
7,447
+2,218
| +42% | +$162K | 0.09% | 108 |
|
|
2021
Q1 | $394K | Buy |
5,229
+1,082
| +26% | +$81.5K | 0.08% | 115 |
|
|
2020
Q4 | $319K | Buy |
4,147
+383
| +10% | +$29.5K | 0.08% | 118 |
|
|
2020
Q3 | $261K | Buy |
3,764
+20
| +0.5% | +$1.39K | 0.07% | 124 |
|
|
2020
Q2 | $224K | Buy |
3,744
+532
| +17% | +$31.8K | 0.06% | 132 |
|
|
2020
Q1 | $191K | Buy |
3,212
+736
| +30% | +$43.8K | 0.06% | 123 |
|
|
2019
Q4 | $149K | Buy |
2,476
+212
| +9% | +$12.8K | 0.04% | 171 |
|
|
2019
Q3 | $131K | Sell |
2,264
-144
| -6% | -$8.33K | 0.04% | 179 |
|
|
2019
Q2 | $122K | Buy |
2,408
+308
| +15% | +$15.6K | 0.04% | 183 |
|
|
2019
Q1 | $101K | Buy |
2,100
+308
| +17% | +$14.8K | 0.03% | 194 |
|
|
2018
Q4 | $77K | Buy |
+1,792
| New | +$77K | 0.03% | 208 |
|