Carroll Financial Associates’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 | $2.36M | Buy |
25,863
+4,035
| +18% | +$368K | 0.13% | 105 |
|
|
2021
Q3 | $1.71M | Sell |
21,828
-749
| -3% | -$58.8K | 0.1% | 133 |
|
|
2021
Q2 | $1.65M | Buy |
22,577
+934
| +4% | +$68.4K | 0.09% | 132 |
|
|
2021
Q1 | $1.64M | Sell |
21,643
-445
| -2% | -$33.6K | 0.1% | 127 |
|
|
2020
Q4 | $1.7M | Sell |
22,088
-1,036
| -4% | -$79.9K | 0.11% | 114 |
|
|
2020
Q3 | $1.6M | Buy |
23,124
+2,732
| +13% | +$190K | 0.12% | 107 |
|
|
2020
Q2 | $1.22M | Buy |
20,392
+1,324
| +7% | +$79.5K | 0.1% | 125 |
|
|
2020
Q1 | $1.15M | Sell |
19,068
-4,504
| -19% | -$271K | 0.11% | 117 |
|
|
2019
Q4 | $1.43M | Sell |
23,572
-1,264
| -5% | -$76.5K | 0.11% | 111 |
|
|
2019
Q3 | $1.45M | Buy |
24,836
+36
| +0.1% | +$2.1K | 0.13% | 114 |
|
|
2019
Q2 | $1.27M | Buy |
24,800
+4,140
| +20% | +$212K | 0.11% | 116 |
|
|
2019
Q1 | $998K | Buy |
20,660
+7,444
| +56% | +$360K | 0.09% | 129 |
|
|
2018
Q4 | $569K | Buy |
13,216
+2,228
| +20% | +$95.9K | 0.06% | 152 |
|
|
2018
Q3 | $460K | Buy |
10,988
+264
| +2% | +$11.1K | 0.05% | 179 |
|
|
2018
Q2 | $447K | Buy |
10,724
+536
| +5% | +$22.3K | 0.05% | 181 |
|
|
2018
Q1 | $416K | Sell |
10,188
-1,164
| -10% | -$47.5K | 0.05% | 185 |
|
|
2017
Q4 | $443K | Buy |
11,352
+4
| +0% | +$156 | 0.05% | 176 |
|
|
2017
Q3 | $419K | Sell |
11,348
-436
| -4% | -$16.1K | 0.05% | 175 |
|
|
2017
Q2 | $412K | Buy |
11,784
+224
| +2% | +$7.83K | 0.05% | 182 |
|
|
2017
Q1 | $370K | Buy |
11,560
+560
| +5% | +$17.9K | 0.05% | 178 |
|
|
2016
Q4 | $328K | Buy |
11,000
+2,288
| +26% | +$68.2K | 0.05% | 184 |
|
|
2016
Q3 | $266K | Sell |
8,712
-824
| -9% | -$25.2K | 0.04% | 205 |
|
|
2016
Q2 | $310K | Buy |
9,536
+280
| +3% | +$9.1K | 0.05% | 178 |
|
|
2016
Q1 | $273K | Buy |
9,256
+1,356
| +17% | +$40K | 0.05% | 187 |
|
|
2015
Q4 | $205K | Buy |
7,900
+520
| +7% | +$13.5K | 0.04% | 206 |
|
|
2015
Q3 | $192K | Buy |
7,380
+548
| +8% | +$14.3K | 0.04% | 202 |
|
|
2015
Q2 | $167K | Buy |
6,832
+4,924
| +258% | +$120K | 0.04% | 213 |
|
|
2015
Q1 | $50K | Buy |
1,908
+308
| +19% | +$8.07K | 0.02% | 281 |
|
|
2014
Q4 | $44K | Sell |
1,600
-3,392
| -68% | -$93.3K | 0.03% | 260 |
|
|
2014
Q3 | $130K | Hold |
4,992
| – | – | 0.04% | 184 |
|
|
2014
Q2 | $128K | Sell |
4,992
-144
| -3% | -$3.69K | 0.04% | 207 |
|
|
2014
Q1 | $123K | Buy |
5,136
+336
| +7% | +$8.05K | 0.04% | 197 |
|
|
2013
Q4 | $102K | Sell |
4,800
-28
| -0.6% | -$595 | 0.04% | 205 |
|
|
2013
Q3 | $96K | Sell |
4,828
-248
| -5% | -$4.93K | 0.04% | 209 |
|
|
2013
Q2 | $103K | Buy |
+5,076
| New | +$103K | 0.05% | 160 |
|