First Allied Advisory 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 | |
---|---|---|---|---|---|---|---|---|
2020
Q3 | $1.87M | Sell |
26,940
-232
| -0.9% | -$16.1K | 0.06% | 312 |
|
2020
Q2 | $1.63M | Sell |
27,172
-1,372
| -5% | -$82.4K | 0.06% | 326 |
|
2020
Q1 | $1.72M | Sell |
28,544
-1,368
| -5% | -$82.3K | 0.07% | 276 |
|
2019
Q4 | $1.8M | Sell |
29,912
-2,092
| -7% | -$126K | 0.06% | 334 |
|
2019
Q3 | $1.87M | Sell |
32,004
-512
| -2% | -$29.9K | 0.07% | 322 |
|
2019
Q2 | $1.67M | Buy |
32,516
+2,452
| +8% | +$126K | 0.06% | 332 |
|
2019
Q1 | $1.45M | Buy |
30,064
+1,524
| +5% | +$73.7K | 0.05% | 368 |
|
2018
Q4 | $1.25M | Sell |
28,540
-1,284
| -4% | -$56.1K | 0.05% | 367 |
|
2018
Q3 | $1.26M | Buy |
29,824
+676
| +2% | +$28.5K | 0.04% | 407 |
|
2018
Q2 | $1.22M | Buy |
29,148
+816
| +3% | +$34.2K | 0.05% | 407 |
|
2018
Q1 | $1.15M | Sell |
28,332
-3,200
| -10% | -$130K | 0.04% | 416 |
|
2017
Q4 | $1.23M | Buy |
31,532
+2,384
| +8% | +$93K | 0.05% | 396 |
|
2017
Q3 | $1.07M | Buy |
29,148
+3,224
| +12% | +$118K | 0.05% | 395 |
|
2017
Q2 | $911K | Sell |
25,924
-1,136
| -4% | -$39.9K | 0.04% | 451 |
|
2017
Q1 | $865K | Sell |
27,060
-3,808
| -12% | -$122K | 0.04% | 424 |
|
2016
Q4 | $922K | Buy |
30,868
+1,908
| +7% | +$57K | 0.05% | 407 |
|
2016
Q3 | $886K | Sell |
28,960
-3,132
| -10% | -$95.8K | 0.05% | 394 |
|
2016
Q2 | $1.04M | Buy |
32,092
+5,056
| +19% | +$164K | 0.06% | 340 |
|
2016
Q1 | $800K | Sell |
27,036
-1,368
| -5% | -$40.5K | 0.04% | 419 |
|
2015
Q4 | $737K | Sell |
28,404
-1,632
| -5% | -$42.3K | 0.04% | 449 |
|
2015
Q3 | $734K | Sell |
30,036
-2,860
| -9% | -$69.9K | 0.04% | 433 |
|
2015
Q2 | $804K | Buy |
32,896
+3,072
| +10% | +$75.1K | 0.04% | 452 |
|
2015
Q1 | $776K | Sell |
29,824
-4,324
| -13% | -$113K | 0.05% | 417 |
|
2014
Q4 | $910K | Buy |
34,148
+5,516
| +19% | +$147K | 0.07% | 352 |
|
2014
Q3 | $670K | Sell |
28,632
-6,884
| -19% | -$161K | 0.05% | 418 |
|
2014
Q2 | $901K | Sell |
35,516
-1,688
| -5% | -$42.8K | 0.07% | 349 |
|
2014
Q1 | $888K | Buy |
37,204
+792
| +2% | +$18.9K | 0.07% | 331 |
|
2013
Q4 | $784K | Buy |
36,412
+2,648
| +8% | +$57K | 0.06% | 363 |
|
2013
Q3 | $676K | Sell |
33,764
-580
| -2% | -$11.6K | 0.04% | 424 |
|
2013
Q2 | $697K | Buy |
+34,344
| New | +$697K | 0.06% | 358 |
|