Ferris Capital’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
Q1 | $1.76M | Hold |
20,741
| – | – | 0.4% | 57 |
|
|
2021
Q4 | $1.94M | Hold |
20,741
| – | – | 0.42% | 57 |
|
|
2021
Q3 | $1.77M | Buy |
+20,741
| New | +$1.77M | 0.38% | 61 |
|
|
2021
Q2 | – | Sell |
-38,724
| Closed | -$2.93M | – | 142 |
|
|
2021
Q1 | $2.93M | Hold |
38,724
| – | – | 0.73% | 33 |
|
|
2020
Q4 | $2.99M | Buy |
38,724
+48
| +0.1% | +$3.7K | 0.84% | 27 |
|
|
2020
Q3 | $2.68M | Buy |
38,676
+100
| +0.3% | +$6.94K | 0.87% | 27 |
|
|
2020
Q2 | $2.32M | Buy |
38,576
+96
| +0.2% | +$5.76K | 0.82% | 28 |
|
|
2020
Q1 | $2.32M | Sell |
38,480
-8
| -0% | -$481 | 1.02% | 26 |
|
|
2019
Q4 | $2.33M | Sell |
38,488
-12
| -0% | -$726 | 0.82% | 29 |
|
|
2019
Q3 | $2.24M | Hold |
38,500
| – | – | 0.81% | 33 |
|
|
2019
Q2 | $1.97M | Hold |
38,500
| – | – | 0.73% | 34 |
|
|
2019
Q1 | $1.86M | Hold |
38,500
| – | – | 0.68% | 33 |
|
|
2018
Q4 | $1.67M | Hold |
38,500
| – | – | 0.74% | 28 |
|
|
2018
Q3 | $1.61M | Sell |
38,500
-168
| -0.4% | -$7.04K | 0.64% | 31 |
|
|
2018
Q2 | $1.62M | Hold |
38,668
| – | – | 0.68% | 30 |
|
|
2018
Q1 | $1.58M | Sell |
38,668
-9,196
| -19% | -$376K | 0.64% | 30 |
|
|
2017
Q4 | $1.87M | Buy |
47,864
+18,000
| +60% | +$703K | 0.66% | 30 |
|
|
2017
Q3 | $1.09M | Sell |
29,864
-796
| -3% | -$29.2K | 0.54% | 41 |
|
|
2017
Q2 | $1.07M | Buy |
+30,660
| New | +$1.07M | 0.5% | 42 |
|