D. Scott Neal’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 | – | Sell |
-4,166
| Closed | -$327K | – | 59 |
|
|
2021
Q3 | $327K | Hold |
4,166
| – | – | 0.14% | 38 |
|
|
2021
Q2 | $305K | Buy |
4,166
+310
| +8% | +$22.7K | 0.14% | 39 |
|
|
2021
Q1 | $292K | Hold |
3,856
| – | – | 0.13% | 35 |
|
|
2020
Q4 | $297K | Hold |
3,856
| – | – | 0.15% | 31 |
|
|
2020
Q3 | $268K | Hold |
3,856
| – | – | 0.15% | 30 |
|
|
2020
Q2 | $232K | Hold |
3,856
| – | – | 0.15% | 36 |
|
|
2020
Q1 | $232K | Buy |
+3,856
| New | +$232K | 0.14% | 31 |
|
|
2018
Q2 | – | Sell |
-968
| Closed | -$40K | – | 132 |
|
|
2018
Q1 | $40K | Hold |
968
| – | – | 0.02% | 87 |
|
|
2017
Q4 | $38K | Hold |
968
| – | – | 0.02% | 87 |
|
|
2017
Q3 | $35K | Hold |
968
| – | – | 0.02% | 91 |
|
|
2017
Q2 | $34K | Sell |
968
-568
| -37% | -$20K | 0.02% | 108 |
|
|
2017
Q1 | $49K | Hold |
1,536
| – | – | 0.03% | 81 |
|
|
2016
Q4 | $46K | Buy |
1,536
+856
| +126% | +$25.6K | 0.03% | 81 |
|
|
2016
Q3 | $21K | Hold |
680
| – | – | 0.02% | 93 |
|
|
2016
Q2 | $22K | Buy |
680
+568
| +507% | +$18.4K | 0.02% | 90 |
|
|
2016
Q1 | $3K | Hold |
112
| – | – | ﹤0.01% | 132 |
|
|
2015
Q4 | $3K | Buy |
+112
| New | +$3K | ﹤0.01% | 131 |
|