FinTrust Capital Advisors’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 | $1.77M | Sell |
20,883
-305
| -1% | -$25.8K | 0.3% | 79 |
|
|
2024
Q2 | $1.5M | Buy |
21,188
+8,192
| +63% | +$580K | 0.27% | 74 |
|
|
2024
Q1 | $831K | Buy |
12,996
+264
| +2% | +$16.9K | 0.16% | 126 |
|
|
2023
Q4 | $773K | Sell |
12,732
-554
| -4% | -$33.7K | 0.15% | 129 |
|
|
2023
Q3 | $761K | Buy |
13,286
+1,385
| +12% | +$79.3K | 0.17% | 127 |
|
|
2023
Q2 | $995K | Hold |
11,901
| – | – | 0.24% | 101 |
|
|
2023
Q1 | $995K | Hold |
11,901
| – | – | 0.24% | 98 |
|
|
2022
Q4 | $995K | Buy |
11,901
+126
| +1% | +$10.5K | 0.24% | 100 |
|
|
2022
Q3 | $884K | Sell |
11,775
-785
| -6% | -$58.9K | 0.23% | 107 |
|
|
2022
Q2 | $1.01M | Buy |
12,560
+377
| +3% | +$30.3K | 0.25% | 94 |
|
|
2022
Q1 | $1.03M | Buy |
12,183
+753
| +7% | +$63.8K | 0.24% | 92 |
|
|
2021
Q4 | $1.07M | Sell |
11,430
-1,448
| -11% | -$135K | 0.26% | 87 |
|
|
2021
Q3 | $1.01M | Buy |
12,878
+545
| +4% | +$42.8K | 0.27% | 78 |
|
|
2021
Q2 | $904K | Buy |
12,333
+1,404
| +13% | +$103K | 0.24% | 87 |
|
|
2021
Q1 | $826K | Buy |
10,929
+1,037
| +10% | +$78.4K | 0.24% | 88 |
|
|
2020
Q4 | $763K | Buy |
9,892
+28
| +0.3% | +$2.16K | 0.24% | 82 |
|
|
2020
Q3 | $684 | Sell |
9,864
-176
| -2% | -$12 | 0.13% | 86 |
|
|
2020
Q2 | $603K | Sell |
10,040
-232
| -2% | -$13.9K | 0.24% | 84 |
|
|
2020
Q1 | $618K | Sell |
10,272
-200
| -2% | -$12K | 0.3% | 67 |
|
|
2019
Q4 | $634K | Buy |
10,472
+272
| +3% | +$16.5K | 0.26% | 89 |
|
|
2019
Q3 | $594K | Buy |
10,200
+320
| +3% | +$18.6K | 0.2% | 91 |
|
|
2019
Q2 | $506K | Buy |
9,880
+3,664
| +59% | +$188K | 0.2% | 107 |
|
|
2019
Q1 | $300K | Sell |
6,216
-632
| -9% | -$30.5K | 0.13% | 150 |
|
|
2018
Q4 | $298K | Buy |
+6,848
| New | +$298K | 0.15% | 137 |
|