BAM
Bruderman Asset Management’s NextEra Energy, Inc. NEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $2.12M | Sell |
27,427
-770
| -3% | -$59.6K | 3.81% | 3 |
|
|
2022
Q1 | $2.39M | Sell |
28,197
-32,469
| -54% | -$2.75M | 3.6% | 4 |
|
|
2021
Q4 | $5.66M | Sell |
60,666
-158,594
| -72% | -$14.8M | 4.33% | 2 |
|
|
2021
Q3 | $17.2M | Buy |
219,260
+2,240
| +1% | +$176K | 4.33% | 1 |
|
|
2021
Q2 | $15.9M | Buy |
217,020
+3,207
| +1% | +$235K | 4.93% | 1 |
|
|
2021
Q1 | $16.2M | Buy |
213,813
+5,555
| +3% | +$420K | 4.49% | 1 |
|
|
2020
Q4 | $16.1M | Buy |
208,258
+158,002
| +314% | +$12.2M | 4.67% | 1 |
|
|
2020
Q3 | $13.9M | Sell |
50,256
-2,894
| -5% | -$803K | 4.58% | 2 |
|
|
2020
Q2 | $13.1M | Buy |
53,150
+13,976
| +36% | +$3.44M | 4.33% | 2 |
|
|
2020
Q1 | $8.55M | Buy |
39,174
+393
| +1% | +$85.8K | 3.39% | 4 |
|
|
2019
Q4 | $9.25M | Sell |
38,781
-790
| -2% | -$189K | 2.89% | 8 |
|
|
2019
Q3 | $8.79M | Sell |
39,571
-2,888
| -7% | -$641K | 2.22% | 12 |
|
|
2019
Q2 | $8.7M | Buy |
42,459
+25,552
| +151% | +$5.23M | 2.05% | 13 |
|
|
2019
Q1 | $3.27M | Buy |
16,907
+27
| +0.2% | +$5.22K | 0.72% | 44 |
|
|
2018
Q4 | $2.93M | Sell |
16,880
-803
| -5% | -$140K | 0.76% | 41 |
|
|
2018
Q3 | $2.96M | Buy |
+17,683
| New | +$2.96M | 0.68% | 53 |
|
|
2017
Q3 | – | Sell |
-100
| Closed | -$14K | – | 248 |
|
|
2017
Q2 | $14K | Buy |
+100
| New | +$14K | ﹤0.01% | 290 |
|