Column Capital Advisors’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 | $101K | Sell |
1,760
-10
| -0.6% | -$573 | 0.01% | 219 |
|
|
2023
Q2 | $131K | Sell |
1,770
-43
| -2% | -$3.19K | 0.02% | 188 |
|
|
2023
Q1 | $140K | Buy |
1,813
+431
| +31% | +$33.2K | 0.02% | 183 |
|
|
2022
Q4 | $116K | Buy |
1,382
+844
| +157% | +$70.6K | 0.02% | 187 |
|
|
2022
Q3 | $42K | Hold |
538
| – | – | 0.01% | 297 |
|
|
2022
Q2 | $42K | Sell |
538
-312
| -37% | -$24.4K | 0.01% | 298 |
|
|
2022
Q1 | $72K | Sell |
850
-714
| -46% | -$60.5K | 0.01% | 243 |
|
|
2021
Q4 | $146K | Buy |
1,564
+708
| +83% | +$66.1K | 0.03% | 156 |
|
|
2021
Q3 | $67K | Sell |
856
-28
| -3% | -$2.19K | 0.01% | 233 |
|
|
2021
Q2 | $65K | Sell |
884
-40
| -4% | -$2.94K | 0.01% | 234 |
|
|
2021
Q1 | $70K | Hold |
924
| – | – | 0.02% | 225 |
|
|
2020
Q4 | $71K | Sell |
924
-772
| -46% | -$59.3K | 0.02% | 220 |
|
|
2020
Q3 | $118K | Buy |
1,696
+592
| +54% | +$41.2K | 0.04% | 143 |
|
|
2020
Q2 | $66K | Buy |
1,104
+456
| +70% | +$27.3K | 0.02% | 203 |
|
|
2020
Q1 | $39K | Buy |
648
+344
| +113% | +$20.7K | 0.02% | 234 |
|
|
2019
Q4 | $18K | Buy |
+304
| New | +$18K | 0.01% | 378 |
|