FPFS
First Personal Financial Services’s NextEra Energy, Inc. NEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $1.18M | Sell |
14,016
-152
| -1% | -$12.8K | 0.25% | 68 |
|
|
2024
Q2 | $1M | Sell |
14,168
-345
| -2% | -$24.4K | 0.23% | 67 |
|
|
2024
Q1 | $928K | Sell |
14,513
-117
| -0.8% | -$7.48K | 0.22% | 65 |
|
|
2023
Q4 | $889K | Sell |
14,630
-405
| -3% | -$24.6K | 0.22% | 66 |
|
|
2023
Q3 | $861K | Sell |
15,035
-1,042
| -6% | -$59.7K | 0.22% | 66 |
|
|
2023
Q2 | $1.19M | Buy |
16,077
+38
| +0.2% | +$2.82K | 0.3% | 60 |
|
|
2023
Q1 | $1.24M | Sell |
16,039
-95
| -0.6% | -$7.32K | 0.32% | 60 |
|
|
2022
Q4 | $1.35M | Sell |
16,134
-260
| -2% | -$21.7K | 0.37% | 59 |
|
|
2022
Q3 | $1.29M | Buy |
16,394
+750
| +5% | +$58.8K | 0.37% | 59 |
|
|
2022
Q2 | $1.21M | Sell |
15,644
-170
| -1% | -$13.2K | 0.34% | 61 |
|
|
2022
Q1 | $1.34M | Sell |
15,814
-192
| -1% | -$16.3K | 0.31% | 64 |
|
|
2021
Q4 | $1.49M | Buy |
16,006
+136
| +0.9% | +$12.7K | 0.33% | 63 |
|
|
2021
Q3 | $1.25M | Sell |
15,870
-100
| -0.6% | -$7.85K | 0.31% | 64 |
|
|
2021
Q2 | $1.17M | Sell |
15,970
-275
| -2% | -$20.1K | 0.3% | 64 |
|
|
2021
Q1 | $1.23M | Sell |
16,245
-664
| -4% | -$50.2K | 0.34% | 59 |
|
|
2020
Q4 | $1.31M | Buy |
16,909
+12,677
| +300% | +$978K | 0.37% | 60 |
|
|
2020
Q3 | $1.18M | Sell |
4,232
-70
| -2% | -$19.4K | 0.37% | 58 |
|
|
2020
Q2 | $1.03M | Sell |
4,302
-273
| -6% | -$65.6K | 0.35% | 61 |
|
|
2020
Q1 | $1.1M | Sell |
4,575
-51
| -1% | -$12.3K | 0.43% | 58 |
|
|
2019
Q4 | $1.12M | Sell |
4,626
-79
| -2% | -$19.1K | 0.36% | 61 |
|
|
2019
Q3 | $1.1M | Sell |
4,705
-552
| -11% | -$129K | 0.34% | 63 |
|
|
2019
Q2 | $1.08M | Buy |
5,257
+193
| +4% | +$39.5K | 0.31% | 72 |
|
|
2019
Q1 | $979K | Sell |
5,064
-207
| -4% | -$40K | 0.3% | 73 |
|
|
2018
Q4 | $916K | Sell |
5,271
-143
| -3% | -$24.9K | 0.32% | 72 |
|
|
2018
Q3 | $907K | Sell |
5,414
-30
| -0.6% | -$5.03K | 0.29% | 79 |
|
|
2018
Q2 | $909K | Sell |
5,444
-1,827
| -25% | -$305K | 0.3% | 73 |
|
|
2018
Q1 | $1.19M | Sell |
7,271
-1,115
| -13% | -$182K | 0.26% | 88 |
|
|
2017
Q4 | $1.31M | Sell |
8,386
-180
| -2% | -$28.1K | 0.26% | 94 |
|
|
2017
Q3 | $1.26M | Buy |
8,566
+89
| +1% | +$13K | 0.26% | 88 |
|
|
2017
Q2 | $1.19M | Sell |
8,477
-211
| -2% | -$29.6K | 0.26% | 91 |
|
|
2017
Q1 | $1.12M | Sell |
8,688
-400
| -4% | -$51.3K | 0.27% | 87 |
|
|
2016
Q4 | $1.09M | Buy |
9,088
+2,060
| +29% | +$246K | 0.29% | 83 |
|
|
2016
Q3 | $860K | Sell |
7,028
-77
| -1% | -$9.42K | 0.25% | 87 |
|
|
2016
Q2 | $926K | Buy |
7,105
+382
| +6% | +$49.8K | 0.32% | 78 |
|
|
2016
Q1 | $796K | Sell |
6,723
-570
| -8% | -$67.5K | 0.39% | 65 |
|
|
2015
Q4 | $758K | Sell |
7,293
-263
| -3% | -$27.3K | 0.43% | 66 |
|
|
2015
Q3 | $738K | Sell |
7,556
-140
| -2% | -$13.7K | 0.44% | 66 |
|
|
2015
Q2 | $755K | Sell |
7,696
-92
| -1% | -$9.03K | 0.45% | 66 |
|
|
2015
Q1 | $811K | Sell |
7,788
-1,100
| -12% | -$115K | 0.49% | 65 |
|
|
2014
Q4 | $944K | Buy |
+8,888
| New | +$944K | 0.55% | 62 |
|