Doyle Wealth Management’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 | $14.7M | Sell |
187,620
-1,074
| -0.6% | -$84.2K | 1.26% | 31 |
|
|
2022
Q2 | $14.6M | Buy |
188,694
+6,553
| +4% | +$508K | 1.18% | 33 |
|
|
2022
Q1 | $15.4M | Buy |
182,141
+4,999
| +3% | +$423K | 1.11% | 37 |
|
|
2021
Q4 | $16.5M | Buy |
177,142
+2,387
| +1% | +$223K | 1.19% | 34 |
|
|
2021
Q3 | $13.7M | Buy |
174,755
+8,938
| +5% | +$702K | 1.09% | 37 |
|
|
2021
Q2 | $12.2M | Buy |
165,817
+14,702
| +10% | +$1.08M | 1.01% | 40 |
|
|
2021
Q1 | $11.4M | Buy |
151,115
+17,857
| +13% | +$1.35M | 1.09% | 36 |
|
|
2020
Q4 | $10.3M | Buy |
133,258
+12,030
| +10% | +$928K | 1.05% | 33 |
|
|
2020
Q3 | $8.41M | Buy |
121,228
+10,744
| +10% | +$746K | 0.98% | 37 |
|
|
2020
Q2 | $6.63M | Buy |
110,484
+13,392
| +14% | +$804K | 0.87% | 42 |
|
|
2020
Q1 | $5.84M | Buy |
97,092
+8,976
| +10% | +$540K | 0.93% | 41 |
|
|
2019
Q4 | $5.34M | Buy |
88,116
+9,772
| +12% | +$592K | 0.67% | 46 |
|
|
2019
Q3 | $4.56M | Buy |
78,344
+12,308
| +19% | +$717K | 0.63% | 45 |
|
|
2019
Q2 | $3.38M | Buy |
66,036
+2,916
| +5% | +$149K | 0.47% | 48 |
|
|
2019
Q1 | $3.03M | Buy |
63,120
+5,952
| +10% | +$285K | 0.44% | 49 |
|
|
2018
Q4 | $2.48M | Buy |
57,168
+536
| +0.9% | +$23.3K | 0.42% | 47 |
|
|
2018
Q3 | $2.37M | Sell |
56,632
-1,732
| -3% | -$72.6K | 0.37% | 50 |
|
|
2018
Q2 | $2.44M | Sell |
58,364
-26,444
| -31% | -$1.1M | 0.4% | 51 |
|
|
2018
Q1 | $3.46M | Sell |
84,808
-32,924
| -28% | -$1.34M | 0.58% | 45 |
|
|
2017
Q4 | $4.6M | Sell |
117,732
-7,728
| -6% | -$302K | 0.78% | 40 |
|
|
2017
Q3 | $4.6M | Buy |
125,460
+2,016
| +2% | +$73.9K | 0.8% | 42 |
|
|
2017
Q2 | $4.32M | Buy |
123,444
+5,476
| +5% | +$192K | 0.8% | 41 |
|
|
2017
Q1 | $3.79M | Buy |
+117,968
| New | +$3.79M | 0.77% | 43 |
|