Financial Planning & Information Services’s NextEra Energy, Inc. NEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $963K | Buy |
11,397
+939
| +9% | +$79.4K | 0.13% | 48 |
|
|
2024
Q2 | $741K | Hold |
10,458
| – | – | 0.11% | 49 |
|
|
2024
Q1 | $668K | Sell |
10,458
-329
| -3% | -$21K | 0.1% | 52 |
|
|
2023
Q4 | $655K | Hold |
10,787
| – | – | 0.1% | 53 |
|
|
2023
Q3 | $618K | Sell |
10,787
-102
| -0.9% | -$5.84K | 0.12% | 54 |
|
|
2023
Q2 | $808K | Hold |
10,889
| – | – | 0.15% | 49 |
|
|
2023
Q1 | $839K | Sell |
10,889
-799
| -7% | -$61.6K | 0.16% | 47 |
|
|
2022
Q4 | $977K | Sell |
11,688
-1,296
| -10% | -$108K | 0.21% | 44 |
|
|
2022
Q3 | $1.02M | Buy |
12,984
+3,877
| +43% | +$304K | 0.25% | 41 |
|
|
2022
Q2 | $705K | Sell |
9,107
-295
| -3% | -$22.8K | 0.17% | 48 |
|
|
2022
Q1 | $796K | Hold |
9,402
| – | – | 0.18% | 45 |
|
|
2021
Q4 | $878K | Hold |
9,402
| – | – | 0.22% | 46 |
|
|
2021
Q3 | $738K | Buy |
9,402
+80
| +0.9% | +$6.28K | 0.2% | 45 |
|
|
2021
Q2 | $683K | Sell |
9,322
-190
| -2% | -$13.9K | 0.2% | 43 |
|
|
2021
Q1 | $719K | Buy |
9,512
+61
| +0.6% | +$4.61K | 0.22% | 40 |
|
|
2020
Q4 | $729K | Sell |
9,451
-1,437
| -13% | -$111K | 0.25% | 39 |
|
|
2020
Q3 | $756K | Sell |
10,888
-320
| -3% | -$22.2K | 0.29% | 36 |
|
|
2020
Q2 | $673K | Hold |
11,208
| – | – | 0.28% | 35 |
|
|
2020
Q1 | $674K | Buy |
11,208
+2,168
| +24% | +$130K | 0.35% | 35 |
|
|
2019
Q4 | $547K | Buy |
9,040
+536
| +6% | +$32.4K | 0.22% | 39 |
|
|
2019
Q3 | $495K | Sell |
8,504
-1,660
| -16% | -$96.6K | 0.21% | 39 |
|
|
2019
Q2 | $521K | Buy |
10,164
+3,224
| +46% | +$165K | 0.23% | 38 |
|
|
2019
Q1 | $335K | Hold |
6,940
| – | – | 0.15% | 39 |
|
|
2018
Q4 | $302K | Hold |
6,940
| – | – | 0.15% | 38 |
|
|
2018
Q3 | $291K | Hold |
6,940
| – | – | 0.11% | 42 |
|
|
2018
Q2 | $290K | Hold |
6,940
| – | – | 0.11% | 38 |
|
|
2018
Q1 | $283K | Buy |
6,940
+1,548
| +29% | +$63.1K | 0.1% | 38 |
|
|
2017
Q4 | $211K | Buy |
+5,392
| New | +$211K | 0.07% | 39 |
|