Fieldpoint Private Securities’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
Q2 | $556K | Buy |
7,181
+1,238
| +21% | +$95.9K | 0.16% | 139 |
|
|
2022
Q1 | $503K | Sell |
5,943
-688
| -10% | -$58.2K | 0.1% | 202 |
|
|
2021
Q4 | $619K | Buy |
6,631
+155
| +2% | +$14.5K | 0.12% | 184 |
|
|
2021
Q3 | $508K | Sell |
6,476
-138
| -2% | -$10.8K | 0.11% | 200 |
|
|
2021
Q2 | $533K | Buy |
6,614
+104
| +2% | +$8.38K | 0.12% | 191 |
|
|
2021
Q1 | $492K | Sell |
6,510
-908
| -12% | -$68.6K | 0.11% | 198 |
|
|
2020
Q4 | $572K | Buy |
7,418
+2,554
| +53% | +$197K | 0.13% | 172 |
|
|
2020
Q3 | $338K | Buy |
4,864
+332
| +7% | +$23.1K | 0.1% | 209 |
|
|
2020
Q2 | $272K | Buy |
4,532
+932
| +26% | +$55.9K | 0.09% | 202 |
|
|
2020
Q1 | $217K | Buy |
3,600
+480
| +15% | +$28.9K | 0.08% | 220 |
|
|
2019
Q4 | $189K | Hold |
3,120
| – | – | 0.06% | 266 |
|
|
2019
Q3 | $182K | Sell |
3,120
-140
| -4% | -$8.17K | 0.07% | 220 |
|
|
2019
Q2 | $167K | Buy |
3,260
+1,260
| +63% | +$64.5K | 0.05% | 249 |
|
|
2019
Q1 | $97K | Hold |
2,000
| – | – | 0.04% | 249 |
|
|
2018
Q4 | $87K | Hold |
2,000
| – | – | 0.04% | 246 |
|
|
2018
Q3 | $84K | Hold |
2,000
| – | – | 0.03% | 270 |
|
|
2018
Q2 | $84K | Hold |
2,000
| – | – | 0.03% | 273 |
|
|
2018
Q1 | $82K | Hold |
2,000
| – | – | 0.04% | 252 |
|
|
2017
Q4 | $78K | Sell |
2,000
-1,680
| -46% | -$65.5K | 0.04% | 254 |
|
|
2017
Q3 | $135K | Buy |
3,680
+1,680
| +84% | +$61.6K | 0.06% | 233 |
|
|
2017
Q2 | $70K | Hold |
2,000
| – | – | 0.05% | 102 |
|
|
2017
Q1 | $64K | Buy |
+2,000
| New | +$64K | 0.05% | 175 |
|