Bingham Osborn & Scarborough’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
Q4 | – | Sell |
-6,787
| Closed | -$533K | – | 98 |
|
|
2021
Q3 | $533K | Buy |
6,787
+160
| +2% | +$12.6K | 0.04% | 84 |
|
|
2021
Q2 | $486K | Buy |
6,627
+267
| +4% | +$19.6K | 0.03% | 93 |
|
|
2021
Q1 | $481K | Sell |
6,360
-1,027
| -14% | -$77.7K | 0.04% | 78 |
|
|
2020
Q4 | $570K | Buy |
7,387
+1,559
| +27% | +$120K | 0.05% | 63 |
|
|
2020
Q3 | $404K | Buy |
5,828
+300
| +5% | +$20.8K | 0.03% | 105 |
|
|
2020
Q2 | $332K | Sell |
5,528
-256
| -4% | -$15.4K | 0.03% | 112 |
|
|
2020
Q1 | $348K | Hold |
5,784
| – | – | 0.03% | 101 |
|
|
2019
Q4 | $350K | Buy |
5,784
+256
| +5% | +$15.5K | 0.03% | 114 |
|
|
2019
Q3 | $322K | Buy |
5,528
+264
| +5% | +$15.4K | 0.03% | 110 |
|
|
2019
Q2 | $270K | Buy |
5,264
+24
| +0.5% | +$1.23K | 0.02% | 120 |
|
|
2019
Q1 | $253K | Sell |
5,240
-144
| -3% | -$6.95K | 0.02% | 126 |
|
|
2018
Q4 | $234K | Sell |
5,384
-820
| -13% | -$35.6K | 0.02% | 123 |
|
|
2018
Q3 | $260K | Buy |
6,204
+20
| +0.3% | +$838 | 0.02% | 123 |
|
|
2018
Q2 | $258K | Buy |
6,184
+488
| +9% | +$20.4K | 0.02% | 120 |
|
|
2018
Q1 | $233K | Hold |
5,696
| – | – | 0.02% | 127 |
|
|
2017
Q4 | $222K | Buy |
+5,696
| New | +$222K | 0.02% | 119 |
|