Colony Group’s NextEra Energy, Inc. NEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $7.44M | Sell |
129,863
-2,788
| -2% | -$160K | 0.11% | 172 |
|
|
2023
Q2 | $9.84M | Buy |
132,651
+5,587
| +4% | +$415K | 0.14% | 152 |
|
|
2023
Q1 | $9.79M | Sell |
127,064
-4,549
| -3% | -$351K | 0.15% | 146 |
|
|
2022
Q4 | $11M | Buy |
131,613
+12,419
| +10% | +$1.04M | 0.15% | 146 |
|
|
2022
Q3 | $9.35M | Buy |
119,194
+6,557
| +6% | +$514K | 0.17% | 134 |
|
|
2022
Q2 | $8.73M | Buy |
112,637
+13,821
| +14% | +$1.07M | 0.15% | 141 |
|
|
2022
Q1 | $8.37M | Buy |
98,816
+36,000
| +57% | +$3.05M | 0.13% | 151 |
|
|
2021
Q4 | $5.87M | Sell |
62,816
-1,871
| -3% | -$175K | 0.1% | 165 |
|
|
2021
Q3 | $5.08M | Sell |
64,687
-3,562
| -5% | -$280K | 0.1% | 176 |
|
|
2021
Q2 | $5M | Sell |
68,249
-9,299
| -12% | -$681K | 0.1% | 176 |
|
|
2021
Q1 | $5.86M | Sell |
77,548
-1,369
| -2% | -$104K | 0.12% | 161 |
|
|
2020
Q4 | $6.09M | Buy |
78,917
+1,297
| +2% | +$100K | 0.14% | 143 |
|
|
2020
Q3 | $5.39M | Sell |
77,620
-3,136
| -4% | -$218K | 0.14% | 147 |
|
|
2020
Q2 | $4.85M | Sell |
80,756
-568
| -0.7% | -$34.1K | 0.14% | 148 |
|
|
2020
Q1 | $4.89M | Sell |
81,324
-31,696
| -28% | -$1.91M | 0.16% | 140 |
|
|
2019
Q4 | $6.84M | Buy |
113,020
+21,380
| +23% | +$1.29M | 0.17% | 142 |
|
|
2019
Q3 | $5.34M | Sell |
91,640
-4,112
| -4% | -$240K | 0.17% | 153 |
|
|
2019
Q2 | $4.9M | Buy |
95,752
+10,556
| +12% | +$541K | 0.16% | 162 |
|
|
2019
Q1 | $4.12M | Buy |
85,196
+1,840
| +2% | +$88.9K | 0.17% | 123 |
|
|
2018
Q4 | $3.62M | Buy |
83,356
+976
| +1% | +$42.4K | 0.18% | 121 |
|
|
2018
Q3 | $3.45M | Sell |
82,380
-364
| -0.4% | -$15.3K | 0.17% | 123 |
|
|
2018
Q2 | $3.46M | Buy |
82,744
+512
| +0.6% | +$21.4K | 0.18% | 124 |
|
|
2018
Q1 | $3.36M | Buy |
82,232
+7,440
| +10% | +$304K | 0.18% | 122 |
|
|
2017
Q4 | $2.92M | Buy |
74,792
+12,624
| +20% | +$493K | 0.18% | 118 |
|
|
2017
Q3 | $2.28M | Buy |
62,168
+100
| +0.2% | +$3.66K | 0.16% | 135 |
|
|
2017
Q2 | $2.17M | Buy |
62,068
+55,220
| +806% | +$1.93M | 0.15% | 143 |
|
|
2017
Q1 | $220K | Sell |
6,848
-2,000
| -23% | -$64.3K | 0.02% | 258 |
|
|
2016
Q4 | $264K | Sell |
8,848
-2,696
| -23% | -$80.4K | 0.03% | 243 |
|
|
2016
Q3 | $353K | Sell |
11,544
-1,288
| -10% | -$39.4K | 0.04% | 203 |
|
|
2016
Q2 | $418K | Sell |
12,832
-396
| -3% | -$12.9K | 0.05% | 181 |
|
|
2016
Q1 | $391K | Sell |
13,228
-2,204
| -14% | -$65.1K | 0.05% | 183 |
|
|
2015
Q4 | $401K | Buy |
15,432
+8,464
| +121% | +$220K | 0.04% | 285 |
|
|
2015
Q3 | $170K | Sell |
6,968
-216
| -3% | -$5.27K | 0.02% | 340 |
|
|
2015
Q2 | $176K | Buy |
7,184
+6,400
| +816% | +$157K | 0.02% | 357 |
|
|
2015
Q1 | $20K | Hold |
784
| – | – | ﹤0.01% | 510 |
|
|
2014
Q4 | $21K | Sell |
784
-80
| -9% | -$2.14K | ﹤0.01% | 519 |
|
|
2014
Q3 | $20K | Buy |
864
+200
| +30% | +$4.63K | ﹤0.01% | 515 |
|
|
2014
Q2 | $17K | Sell |
664
-1,068
| -62% | -$27.3K | ﹤0.01% | 455 |
|
|
2014
Q1 | $41K | Buy |
1,732
+268
| +18% | +$6.34K | 0.01% | 356 |
|
|
2013
Q4 | $31K | Buy |
+1,464
| New | +$31K | ﹤0.01% | 368 |
|