FMA Advisory’s NextEra Energy, Inc. NEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $6.46M | Sell |
82,293
-2,705
| -3% | -$212K | 2.41% | 5 |
|
|
2021
Q2 | $6.23M | Buy |
84,998
+1,197
| +1% | +$87.7K | 2.31% | 5 |
|
|
2021
Q1 | $6.34M | Buy |
83,801
+124
| +0.1% | +$9.38K | 1.96% | 5 |
|
|
2020
Q4 | $6.46M | Buy |
83,677
+353
| +0.4% | +$27.2K | 2.15% | 4 |
|
|
2020
Q3 | $5.78M | Buy |
83,324
+1,228
| +1% | +$85.2K | 2.3% | 5 |
|
|
2020
Q2 | $4.93M | Buy |
82,096
+8
| +0% | +$480 | 2.21% | 5 |
|
|
2020
Q1 | $4.94M | Sell |
82,088
-1,792
| -2% | -$108K | 2.68% | 3 |
|
|
2019
Q4 | $5.08M | Buy |
83,880
+364
| +0.4% | +$22K | 2.04% | 4 |
|
|
2019
Q3 | $4.87M | Buy |
83,516
+1,388
| +2% | +$80.9K | 2.11% | 6 |
|
|
2019
Q2 | $4.21M | Buy |
82,128
+408
| +0.5% | +$20.9K | 1.87% | 11 |
|
|
2019
Q1 | $3.95M | Buy |
81,720
+2,700
| +3% | +$131K | 1.8% | 12 |
|
|
2018
Q4 | $3.43M | Buy |
79,020
+4,832
| +7% | +$210K | 1.77% | 9 |
|
|
2018
Q3 | $3.11M | Buy |
74,188
+2,628
| +4% | +$110K | 1.39% | 20 |
|
|
2018
Q2 | $2.99M | Buy |
71,560
+816
| +1% | +$34.1K | 1.41% | 20 |
|
|
2018
Q1 | $2.89M | Buy |
70,744
+616
| +0.9% | +$25.2K | 1.41% | 21 |
|
|
2017
Q4 | $2.74M | Buy |
70,128
+4,448
| +7% | +$174K | 1.29% | 20 |
|
|
2017
Q3 | $2.41M | Sell |
65,680
-52
| -0.1% | -$1.91K | 1.41% | 19 |
|
|
2017
Q2 | $2.3K | Sell |
65,732
-3,716
| -5% | -$130 | 1.18% | 20 |
|
|
2017
Q1 | $2.23M | Buy |
+69,448
| New | +$2.23M | 1.13% | 28 |
|
|
2015
Q2 | $1.61M | Buy |
+65,852
| New | +$1.61M | 1.01% | 32 |
|
|
2014
Q4 | $2.44M | Buy |
91,676
+2,224
| +2% | +$59.1K | 0.85% | 36 |
|
|
2014
Q3 | $2.1M | Buy |
89,452
+828
| +0.9% | +$19.4K | 0.77% | 43 |
|
|
2014
Q2 | $2.27M | Buy |
88,624
+1,112
| +1% | +$28.5K | 0.84% | 43 |
|
|
2014
Q1 | $2.09M | Buy |
87,512
+6,420
| +8% | +$153K | 0.82% | 46 |
|
|
2013
Q4 | $1.74M | Buy |
81,092
+9,168
| +13% | +$196K | 0.71% | 50 |
|
|
2013
Q3 | $1.44M | Buy |
71,924
+1,116
| +2% | +$22.4K | 0.57% | 62 |
|
|
2013
Q2 | $1.44M | Buy |
+70,808
| New | +$1.44M | 0.61% | 58 |
|