CIM Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-7,436
| Closed | -$562K | – | 320 |
|
|
2021
Q1 | $562K | Sell |
7,436
-251
| -3% | -$19K | 0.18% | 115 |
|
|
2020
Q4 | $593K | Sell |
7,687
-113
| -1% | -$8.72K | 0.19% | 102 |
|
|
2020
Q3 | $541K | Sell |
7,800
-72
| -0.9% | -$4.99K | 0.21% | 100 |
|
|
2020
Q2 | $473K | Buy |
+7,872
| New | +$473K | 0.19% | 110 |
|
|
2020
Q1 | – | Sell |
-16,160
| Closed | -$978K | – | 225 |
|
|
2019
Q4 | $978K | Hold |
16,160
| – | – | 0.39% | 49 |
|
|
2019
Q3 | $941K | Sell |
16,160
-1,664
| -9% | -$96.9K | 0.35% | 44 |
|
|
2019
Q2 | $913K | Buy |
17,824
+684
| +4% | +$35K | 0.33% | 53 |
|
|
2019
Q1 | $828K | Buy |
+17,140
| New | +$828K | 0.32% | 54 |
|
|
2017
Q3 | – | Sell |
-21,352
| Closed | -$748K | – | 344 |
|
|
2017
Q2 | $748K | Sell |
21,352
-364
| -2% | -$12.8K | 0.27% | 89 |
|
|
2017
Q1 | $697K | Sell |
21,716
-2,184
| -9% | -$70.1K | 0.24% | 93 |
|
|
2016
Q4 | $714K | Buy |
23,900
+288
| +1% | +$8.6K | 0.26% | 95 |
|
|
2016
Q3 | $722K | Sell |
23,612
-1,960
| -8% | -$59.9K | 0.28% | 89 |
|
|
2016
Q2 | $834K | Sell |
25,572
-1,160
| -4% | -$37.8K | 0.35% | 74 |
|
|
2016
Q1 | $791K | Sell |
26,732
-3,660
| -12% | -$108K | 0.34% | 81 |
|
|
2015
Q4 | $789K | Hold |
30,392
| – | – | 0.36% | 98 |
|
|
2015
Q3 | $741K | Hold |
30,392
| – | – | 0.36% | 98 |
|
|
2015
Q2 | $745K | Hold |
30,392
| – | – | 0.33% | 114 |
|
|
2015
Q1 | $791K | Hold |
30,392
| – | – | 0.34% | 108 |
|
|
2014
Q4 | $808K | Hold |
30,392
| – | – | 0.37% | 100 |
|
|
2014
Q3 | $713K | Sell |
30,392
-1,476
| -5% | -$34.6K | 0.36% | 116 |
|
|
2014
Q2 | $816K | Sell |
31,868
-892
| -3% | -$22.8K | 0.41% | 106 |
|
|
2014
Q1 | $783K | Sell |
32,760
-796
| -2% | -$19K | 0.36% | 112 |
|
|
2013
Q4 | $718K | Buy |
33,556
+2,560
| +8% | +$54.8K | 0.37% | 118 |
|
|
2013
Q3 | $621K | Hold |
30,996
| – | – | 0.37% | 116 |
|
|
2013
Q2 | $631K | Buy |
+30,996
| New | +$631K | 0.37% | 106 |
|