First Allied Advisory Services’s NextEra Energy NEE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q3
$1.87M Sell
26,940
-232
-0.9% -$16K 0.06% 312
2020
Q2
$1.63M Sell
27,172
-1,372
-5% -$82.1K 0.06% 326
2020
Q1
$1.72M Sell
28,544
-1,368
-5% -$86K 0.07% 276
2019
Q4
$1.8M Sell
29,912
-2,092
-7% -$122K 0.06% 334
2019
Q3
$1.87M Sell
32,004
-512
-2% -$27.7K 0.07% 322
2019
Q2
$1.67M Buy
32,516
+2,452
+8% +$121K 0.06% 332
2019
Q1
$1.45M Buy
30,064
+1,524
+5% +$69.7K 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% +$28.8K 0.04% 407
2018
Q2
$1.22M Buy
29,148
+816
+3% +$33K 0.05% 407
2018
Q1
$1.15M Sell
28,332
-3,200
-10% -$123K 0.04% 416
2017
Q4
$1.23M Buy
31,532
+2,384
+8% +$92K 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% -$38.8K 0.04% 451
2017
Q1
$865K Sell
27,060
-3,808
-12% -$120K 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% -$98.7K 0.05% 394
2016
Q2
$1.04M Buy
32,092
+5,056
+19% +$152K 0.06% 340
2016
Q1
$800K Sell
27,036
-1,368
-5% -$38.4K 0.04% 419
2015
Q4
$737K Sell
28,404
-1,632
-5% -$41.3K 0.04% 449
2015
Q3
$734K Sell
30,036
-2,860
-9% -$72.7K 0.04% 433
2015
Q2
$804K Buy
32,896
+3,072
+10% +$78.1K 0.04% 452
2015
Q1
$776K Sell
29,824
-4,324
-13% -$114K 0.05% 417
2014
Q4
$910K Buy
34,148
+5,516
+19% +$139K 0.07% 352
2014
Q3
$670K Sell
28,632
-6,884
-19% -$166K 0.05% 418
2014
Q2
$901K Sell
35,516
-1,688
-5% -$41.1K 0.07% 349
2014
Q1
$888K Buy
37,204
+792
+2% +$17.9K 0.07% 331
2013
Q4
$784K Buy
36,412
+2,648
+8% +$55.8K 0.06% 363
2013
Q3
$676K Sell
33,764
-580
-2% -$12K 0.04% 424
2013
Q2
$697K Buy
+34,344
New +$681K 0.06% 358

Other funds holding NEE