Breiter Capital Management’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 | $799K | Hold |
9,430
| – | – | 0.39% | 65 |
|
|
2021
Q4 | $880K | Hold |
9,430
| – | – | 0.43% | 61 |
|
|
2021
Q3 | $740K | Hold |
9,430
| – | – | 0.42% | 63 |
|
|
2021
Q2 | $691K | Buy |
+9,430
| New | +$691K | 0.37% | 67 |
|
|
2021
Q1 | – | Sell |
-9,930
| Closed | -$766K | – | 95 |
|
|
2020
Q4 | $766K | Sell |
9,930
-2
| -0% | -$154 | 0.53% | 57 |
|
|
2020
Q3 | $689K | Buy |
9,932
+28
| +0.3% | +$1.94K | 0.56% | 57 |
|
|
2020
Q2 | $595K | Sell |
9,904
-1,500
| -13% | -$90.1K | 0.55% | 56 |
|
|
2020
Q1 | $686K | Hold |
11,404
| – | – | 0.81% | 49 |
|
|
2019
Q4 | $690K | Hold |
11,404
| – | – | 0.75% | 47 |
|
|
2019
Q3 | $664K | Hold |
11,404
| – | – | 0.87% | 42 |
|
|
2019
Q2 | $584K | Buy |
11,404
+24
| +0.2% | +$1.23K | 0.78% | 41 |
|
|
2019
Q1 | $465K | Sell |
11,380
-24
| -0.2% | -$981 | 0.62% | 57 |
|
|
2018
Q4 | $495K | Sell |
11,404
-40
| -0.3% | -$1.74K | 1% | 37 |
|
|
2018
Q3 | $479K | Hold |
11,444
| – | – | 0.61% | 60 |
|
|
2018
Q2 | $478K | Buy |
11,444
+64
| +0.6% | +$2.67K | 0.67% | 58 |
|
|
2018
Q1 | $465K | Sell |
11,380
-160
| -1% | -$6.54K | 0.63% | 57 |
|
|
2017
Q4 | $451K | Buy |
+11,540
| New | +$451K | 0.65% | 57 |
|