FormulaFolio Investments’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
Q2 | $59K | Hold |
800
| – | – | 0.02% | 137 |
|
|
2021
Q1 | $59K | Sell |
800
-32,313
| -98% | -$2.38M | 0.02% | 133 |
|
|
2020
Q4 | $2.56M | Buy |
33,113
+5,925
| +22% | +$457K | 0.05% | 221 |
|
|
2020
Q3 | $1.89M | Sell |
27,188
-688
| -2% | -$47.7K | 0.07% | 103 |
|
|
2020
Q2 | $1.67M | Buy |
27,876
+5,752
| +26% | +$345K | 0.07% | 105 |
|
|
2020
Q1 | $1.33M | Sell |
22,124
-2,504
| -10% | -$151K | 0.07% | 97 |
|
|
2019
Q4 | $1.49M | Sell |
24,628
-1,112
| -4% | -$67.3K | 0.05% | 136 |
|
|
2019
Q3 | $1.5M | Buy |
25,740
+116
| +0.5% | +$6.76K | 0.06% | 125 |
|
|
2019
Q2 | $1.31M | Buy |
25,624
+2,544
| +11% | +$130K | 0.06% | 116 |
|
|
2019
Q1 | $1.12M | Buy |
23,080
+1,976
| +9% | +$95.5K | 0.05% | 129 |
|
|
2018
Q4 | $884K | Hold |
21,104
| – | – | 0.04% | 151 |
|
|
2018
Q3 | $884K | Buy |
21,104
+6,372
| +43% | +$267K | 0.04% | 151 |
|
|
2018
Q2 | $615K | Buy |
14,732
+7,112
| +93% | +$297K | 0.03% | 182 |
|
|
2018
Q1 | $311K | Buy |
7,620
+444
| +6% | +$18.1K | 0.02% | 222 |
|
|
2017
Q4 | $280K | Sell |
7,176
-292
| -4% | -$11.4K | 0.02% | 224 |
|
|
2017
Q3 | $274K | Buy |
7,468
+920
| +14% | +$33.8K | 0.02% | 190 |
|
|
2017
Q2 | $229K | Sell |
6,548
-1,436
| -18% | -$50.2K | 0.02% | 200 |
|
|
2017
Q1 | $256K | Buy |
7,984
+568
| +8% | +$18.2K | 0.03% | 181 |
|
|
2016
Q4 | $222K | Buy |
+7,416
| New | +$222K | 0.03% | 176 |
|