FANJ
Financial Architects (New Jersey)’s NextEra Energy, Inc. NEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $1.39M | Sell |
18,682
-776
| -4% | -$57.6K | 0.21% | 105 |
|
|
2023
Q1 | $1.5M | Buy |
19,458
+837
| +4% | +$64.5K | 0.24% | 100 |
|
|
2022
Q4 | $1.56M | Buy |
18,621
+20
| +0.1% | +$1.67K | 0.26% | 93 |
|
|
2022
Q3 | $1.46M | Buy |
+18,601
| New | +$1.46M | 0.25% | 94 |
|
|
2022
Q2 | – | Sell |
-19,388
| Closed | -$1.64M | – | 179 |
|
|
2022
Q1 | $1.64M | Sell |
19,388
-976
| -5% | -$82.7K | 0.24% | 104 |
|
|
2021
Q4 | $1.9M | Sell |
20,364
-1,580
| -7% | -$147K | 0.26% | 95 |
|
|
2021
Q3 | $1.72M | Buy |
21,944
+1,376
| +7% | +$108K | 0.25% | 97 |
|
|
2021
Q2 | $1.51M | Sell |
20,568
-100
| -0.5% | -$7.33K | 0.22% | 104 |
|
|
2021
Q1 | $1.56M | Sell |
20,668
-374
| -2% | -$28.3K | 0.24% | 92 |
|
|
2020
Q4 | $1.62M | Buy |
21,042
+14,563
| +225% | +$1.12M | 0.3% | 75 |
|
|
2020
Q3 | $1.8M | Buy |
6,479
+5
| +0.1% | +$1.39K | 0.4% | 58 |
|
|
2020
Q2 | $1.56M | Sell |
6,474
-923
| -12% | -$222K | 0.36% | 63 |
|
|
2020
Q1 | $1.78M | Sell |
7,397
-570
| -7% | -$137K | 0.49% | 48 |
|
|
2019
Q4 | $1.93M | Buy |
7,967
+11
| +0.1% | +$2.66K | 0.42% | 55 |
|
|
2019
Q3 | $1.85M | Buy |
7,956
+306
| +4% | +$71.3K | 0.43% | 51 |
|
|
2019
Q2 | $1.57M | Sell |
7,650
-822
| -10% | -$168K | 0.29% | 72 |
|
|
2019
Q1 | $1.64M | Sell |
8,472
-63
| -0.7% | -$12.2K | 0.28% | 73 |
|
|
2018
Q4 | $1.48M | Buy |
8,535
+960
| +13% | +$167K | 0.28% | 67 |
|
|
2018
Q3 | $1.27M | Buy |
7,575
+1,494
| +25% | +$250K | 0.21% | 91 |
|
|
2018
Q2 | $1.02M | Buy |
6,081
+699
| +13% | +$117K | 0.18% | 100 |
|
|
2018
Q1 | $879K | Sell |
5,382
-166
| -3% | -$27.1K | 0.17% | 92 |
|
|
2017
Q4 | $866K | Sell |
5,548
-132
| -2% | -$20.6K | 0.14% | 107 |
|
|
2017
Q3 | $832K | Sell |
5,680
-94
| -2% | -$13.8K | 0.15% | 111 |
|
|
2017
Q2 | $809K | Sell |
5,774
-426
| -7% | -$59.7K | 0.15% | 105 |
|
|
2017
Q1 | $795K | Sell |
6,200
-76
| -1% | -$9.75K | 0.14% | 109 |
|
|
2016
Q4 | $750K | Sell |
6,276
-389
| -6% | -$46.5K | 0.18% | 105 |
|
|
2016
Q3 | $815K | Sell |
6,665
-450
| -6% | -$55K | 0.22% | 93 |
|
|
2016
Q2 | $927K | Buy |
7,115
+569
| +9% | +$74.1K | 0.26% | 80 |
|
|
2016
Q1 | $775K | Sell |
6,546
-148
| -2% | -$17.5K | 0.28% | 79 |
|
|
2015
Q4 | $695K | Buy |
6,694
+101
| +2% | +$10.5K | 0.28% | 85 |
|
|
2015
Q3 | $643K | Sell |
6,593
-899
| -12% | -$87.7K | 0.27% | 83 |
|
|
2015
Q2 | $734K | Sell |
7,492
-481
| -6% | -$47.1K | 0.26% | 73 |
|
|
2015
Q1 | $830K | Buy |
7,973
+1,087
| +16% | +$113K | 0.32% | 67 |
|
|
2014
Q4 | $732K | Buy |
+6,886
| New | +$732K | 0.32% | 66 |
|
|
2014
Q3 | – | Sell |
-7,209
| Closed | -$739K | – | 916 |
|
|
2014
Q2 | $739K | Buy |
7,209
+4
| +0.1% | +$410 | 0.36% | 62 |
|
|
2014
Q1 | $689K | Sell |
7,205
-429
| -6% | -$41K | 0.41% | 63 |
|
|
2013
Q4 | $654K | Buy |
7,634
+1,234
| +19% | +$106K | 0.38% | 64 |
|
|
2013
Q3 | $512K | Sell |
6,400
-28
| -0.4% | -$2.24K | 0.33% | 66 |
|
|
2013
Q2 | $521K | Buy |
+6,428
| New | +$521K | 0.38% | 59 |
|