Cadence Bank NA’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
Q3 | $315K | Sell |
4,017
-5,306
| -57% | -$416K | 1.96% | 12 |
|
|
2022
Q2 | $722K | Sell |
9,323
-1,681
| -15% | -$130K | 0.23% | 99 |
|
|
2022
Q1 | $933K | Sell |
11,004
-723
| -6% | -$61.3K | 0.26% | 91 |
|
|
2021
Q4 | $1.09M | Buy |
11,727
+157
| +1% | +$14.6K | 0.3% | 83 |
|
|
2021
Q3 | $909K | Buy |
11,570
+102
| +0.9% | +$8.01K | 0.27% | 90 |
|
|
2021
Q2 | $840K | Buy |
11,468
+346
| +3% | +$25.3K | 0.25% | 97 |
|
|
2021
Q1 | $841K | Sell |
11,122
-494
| -4% | -$37.4K | 0.27% | 95 |
|
|
2020
Q4 | $896K | Buy |
11,616
+1,800
| +18% | +$139K | 0.32% | 86 |
|
|
2020
Q3 | $682K | Sell |
9,816
-552
| -5% | -$38.4K | 0.27% | 93 |
|
|
2020
Q2 | $622K | Hold |
10,368
| – | – | 0.26% | 94 |
|
|
2020
Q1 | $624K | Sell |
10,368
-3,360
| -24% | -$202K | 0.32% | 81 |
|
|
2019
Q4 | $831K | Hold |
13,728
| – | – | 0.31% | 93 |
|
|
2019
Q3 | $799K | Sell |
13,728
-132
| -1% | -$7.68K | 0.31% | 92 |
|
|
2019
Q2 | $709K | Buy |
13,860
+3,004
| +28% | +$154K | 0.28% | 100 |
|
|
2019
Q1 | $525K | Sell |
10,856
-1,100
| -9% | -$53.2K | 0.21% | 108 |
|
|
2018
Q4 | $520K | Sell |
11,956
-504
| -4% | -$21.9K | 0.23% | 104 |
|
|
2018
Q3 | $522K | Sell |
12,460
-196
| -2% | -$8.21K | 0.2% | 117 |
|
|
2018
Q2 | $528K | Hold |
12,656
| – | – | 0.22% | 106 |
|
|
2018
Q1 | $517K | Sell |
12,656
-812
| -6% | -$33.2K | 0.21% | 111 |
|
|
2017
Q4 | $526K | Buy |
13,468
+52
| +0.4% | +$2.03K | 0.19% | 112 |
|
|
2017
Q3 | $491K | Sell |
13,416
-696
| -5% | -$25.5K | 0.19% | 116 |
|
|
2017
Q2 | $494K | Sell |
14,112
-768
| -5% | -$26.9K | 0.23% | 86 |
|
|
2017
Q1 | $477K | Sell |
14,880
-2,720
| -15% | -$87.2K | 0.22% | 83 |
|
|
2016
Q4 | $525K | Buy |
17,600
+528
| +3% | +$15.8K | 0.25% | 79 |
|
|
2016
Q3 | $523K | Sell |
17,072
-116
| -0.7% | -$3.55K | 0.24% | 74 |
|
|
2016
Q2 | $560K | Hold |
17,188
| – | – | 0.28% | 71 |
|
|
2016
Q1 | $508K | Sell |
17,188
-436
| -2% | -$12.9K | 0.26% | 78 |
|
|
2015
Q4 | $458K | Sell |
17,624
-1,980
| -10% | -$51.5K | 0.24% | 82 |
|
|
2015
Q3 | $478K | Buy |
19,604
+48
| +0.2% | +$1.17K | 0.28% | 79 |
|
|
2015
Q2 | $479K | Sell |
19,556
-308
| -2% | -$7.54K | 0.31% | 62 |
|
|
2015
Q1 | $517K | Buy |
19,864
+320
| +2% | +$8.33K | 0.29% | 77 |
|
|
2014
Q4 | $520K | Buy |
19,544
+432
| +2% | +$11.5K | 0.28% | 72 |
|
|
2014
Q3 | $449K | Buy |
19,112
+504
| +3% | +$11.8K | 0.24% | 83 |
|
|
2014
Q2 | $476K | Buy |
18,608
+5,052
| +37% | +$129K | 0.26% | 77 |
|
|
2014
Q1 | $324K | Buy |
13,556
+336
| +3% | +$8.03K | 0.19% | 94 |
|
|
2013
Q4 | $283K | Buy |
13,220
+500
| +4% | +$10.7K | 0.15% | 114 |
|
|
2013
Q3 | $255K | Hold |
12,720
| – | – | 0.15% | 114 |
|
|
2013
Q2 | $259K | Buy |
+12,720
| New | +$259K | 0.14% | 115 |
|