Dowling & Yahnke’s NextEra Energy, Inc. NEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $580K | Sell |
7,395
-1,990
| -21% | -$156K | 0.03% | 264 |
|
|
2022
Q2 | $727K | Buy |
9,385
+2,883
| +44% | +$223K | 0.03% | 244 |
|
|
2022
Q1 | $551K | Buy |
6,502
+400
| +7% | +$33.9K | 0.02% | 268 |
|
|
2021
Q4 | $570K | Sell |
6,102
-742
| -11% | -$69.3K | 0.03% | 264 |
|
|
2021
Q3 | $537K | Hold |
6,844
| – | – | 0.03% | 261 |
|
|
2021
Q2 | $502K | Sell |
6,844
-1,008
| -13% | -$73.9K | 0.03% | 260 |
|
|
2021
Q1 | $594K | Sell |
7,852
-109
| -1% | -$8.25K | 0.04% | 243 |
|
|
2020
Q4 | $614K | Buy |
7,961
+393
| +5% | +$30.3K | 0.04% | 231 |
|
|
2020
Q3 | $525K | Sell |
7,568
-32
| -0.4% | -$2.22K | 0.04% | 229 |
|
|
2020
Q2 | $456K | Sell |
7,600
-404
| -5% | -$24.2K | 0.04% | 234 |
|
|
2020
Q1 | $481K | Sell |
8,004
-812
| -9% | -$48.8K | 0.05% | 216 |
|
|
2019
Q4 | $534K | Buy |
8,816
+460
| +6% | +$27.9K | 0.04% | 229 |
|
|
2019
Q3 | $487K | Buy |
8,356
+40
| +0.5% | +$2.33K | 0.04% | 233 |
|
|
2019
Q2 | $426K | Buy |
8,316
+1,256
| +18% | +$64.3K | 0.04% | 240 |
|
|
2019
Q1 | $341K | Buy |
7,060
+784
| +12% | +$37.9K | 0.03% | 223 |
|
|
2018
Q4 | $285K | Sell |
6,276
-740
| -11% | -$33.6K | 0.03% | 221 |
|
|
2018
Q3 | $294K | Buy |
7,016
+580
| +9% | +$24.3K | 0.03% | 251 |
|
|
2018
Q2 | $269K | Sell |
6,436
-140
| -2% | -$5.85K | 0.03% | 253 |
|
|
2018
Q1 | $269K | Sell |
6,576
-796
| -11% | -$32.6K | 0.03% | 257 |
|
|
2017
Q4 | $288K | Buy |
7,372
+52
| +0.7% | +$2.03K | 0.03% | 262 |
|
|
2017
Q3 | $268K | Sell |
7,320
-116
| -2% | -$4.25K | 0.03% | 252 |
|
|
2017
Q2 | $261K | Buy |
7,436
+320
| +4% | +$11.2K | 0.03% | 251 |
|
|
2017
Q1 | $228K | Buy |
7,116
+36
| +0.5% | +$1.15K | 0.02% | 257 |
|
|
2016
Q4 | $211K | Sell |
7,080
-340
| -5% | -$10.1K | 0.02% | 256 |
|
|
2016
Q3 | $227K | Sell |
7,420
-1,032
| -12% | -$31.6K | 0.03% | 250 |
|
|
2016
Q2 | $276K | Buy |
8,452
+188
| +2% | +$6.14K | 0.03% | 242 |
|
|
2016
Q1 | $244K | Sell |
8,264
-688
| -8% | -$20.3K | 0.03% | 239 |
|
|
2015
Q4 | $233K | Buy |
+8,952
| New | +$233K | 0.03% | 242 |
|