BTR Capital Management’s NextEra Energy NEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $1.87M | Buy |
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|
2022
Q2 | $1.83M | Hold |
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|
2022
Q1 | $2.01M | Buy |
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|
2021
Q4 | $2.17M | Buy |
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|
2021
Q3 | $1.7M | Sell |
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|
2021
Q2 | $1.64M | Sell |
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|
2021
Q1 | $1.73M | Hold |
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|
2020
Q4 | $1.77M | Sell |
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|
2020
Q3 | $1.65M | Sell |
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|
2020
Q2 | $1.48M | Buy |
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|
2020
Q1 | $1.44M | Hold |
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|
2019
Q4 | $1.45M | Hold |
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|
2019
Q3 | $1.4M | Sell |
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|
2019
Q2 | $1.36M | Sell |
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|
2019
Q1 | $1.3M | Sell |
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|
2018
Q4 | $1.33M | Buy |
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|
2018
Q3 | $1.27M | Buy |
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|
2018
Q2 | $844K | Sell |
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|
2018
Q1 | $849K | Sell |
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|
2017
Q4 | $832K | Buy |
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|
2017
Q3 | $763K | Hold |
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|
2017
Q2 | $729K | Sell |
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|
2017
Q1 | $720K | Sell |
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|
2016
Q4 | $765K | Hold |
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|
2016
Q3 | $765K | Sell |
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|
2016
Q2 | $835K | Sell |
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|
2016
Q1 | $767K | Sell |
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|
2015
Q4 | $722K | Sell |
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|
2015
Q3 | $697K | Sell |
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|
2015
Q2 | $721K | Sell |
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|
2015
Q1 | $848K | Sell |
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|
2014
Q4 | $882K | Sell |
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|
2014
Q3 | $784K | Sell |
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|
2014
Q2 | $876K | Hold |
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|
2014
Q1 | $818K | Sell |
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|
2013
Q4 | $749K | Sell |
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|
2013
Q3 | $874K | Sell |
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|
2013
Q2 | $900K | Buy |
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