CPA
Clear Perspective Advisors’s NextEra Energy, Inc. NEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $386K | Sell |
4,132
-131
| -3% | -$12.2K | 0.12% | 117 |
|
|
2021
Q3 | $335K | Sell |
4,263
-742
| -15% | -$58.3K | 0.11% | 120 |
|
|
2021
Q2 | $367K | Buy |
5,005
+1,166
| +30% | +$85.5K | 0.13% | 116 |
|
|
2021
Q1 | $290K | Sell |
3,839
-2,285
| -37% | -$173K | 0.11% | 123 |
|
|
2020
Q4 | $472K | Buy |
6,124
+4,637
| +312% | +$357K | 0.19% | 91 |
|
|
2020
Q3 | $3.69K | Buy |
1,487
+104
| +8% | +$258 | 1.73% | 9 |
|
|
2020
Q2 | $332K | Buy |
1,383
+14
| +1% | +$3.36K | 0.18% | 89 |
|
|
2020
Q1 | $329K | Sell |
1,369
-4
| -0.3% | -$961 | 0.22% | 81 |
|
|
2019
Q4 | $332K | Buy |
1,373
+78
| +6% | +$18.9K | 0.21% | 101 |
|
|
2019
Q3 | $302K | Sell |
1,295
-10
| -0.8% | -$2.33K | 0.14% | 109 |
|
|
2019
Q2 | $267K | Buy |
1,305
+181
| +16% | +$37K | 0.17% | 113 |
|
|
2019
Q1 | $213K | Buy |
+1,124
| New | +$213K | 0.15% | 133 |
|
|
2018
Q3 | – | Sell |
-1,059
| Closed | -$177K | – | 336 |
|
|
2018
Q2 | $177K | Hold |
1,059
| – | – | 0.12% | 143 |
|
|
2018
Q1 | $173K | Hold |
1,059
| – | – | 0.13% | 144 |
|
|
2017
Q4 | $165K | Hold |
1,059
| – | – | 0.13% | 149 |
|
|
2017
Q3 | $155K | Hold |
1,059
| – | – | 0.13% | 149 |
|
|
2017
Q2 | $148K | Hold |
1,059
| – | – | 0.12% | 142 |
|
|
2017
Q1 | $136K | Hold |
1,059
| – | – | 0.09% | 146 |
|
|
2016
Q4 | $127K | Buy |
+1,059
| New | +$127K | 0.08% | 150 |
|