Frontier Wealth Management’s NextEra Energy, Inc. NEE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q2 | $1.79M | Sell |
23,082
-865
| -4% | -$67K | 0.13% | 133 |
|
2022
Q1 | $2.01M | Sell |
23,947
-847
| -3% | -$71.1K | 0.03% | 117 |
|
2021
Q4 | $2.32M | Buy |
24,794
+322
| +1% | +$30.1K | 0.15% | 111 |
|
2021
Q3 | $1.92M | Buy |
24,472
+283
| +1% | +$22.2K | 0.13% | 121 |
|
2021
Q2 | $1.77M | Buy |
24,189
+1,105
| +5% | +$81K | 0.12% | 127 |
|
2021
Q1 | $1.75M | Sell |
23,084
-1,157
| -5% | -$87.5K | 0.13% | 122 |
|
2020
Q4 | $1.87M | Sell |
24,241
-1,107
| -4% | -$85.4K | 0.15% | 107 |
|
2020
Q3 | $1.76M | Sell |
25,348
-632
| -2% | -$43.9K | 0.16% | 104 |
|
2020
Q2 | $1.56M | Buy |
25,980
+280
| +1% | +$16.8K | 0.14% | 109 |
|
2020
Q1 | $1.55M | Buy |
25,700
+11,324
| +79% | +$681K | 0.25% | 93 |
|
2019
Q4 | $870K | Sell |
14,376
-15,004
| -51% | -$908K | 0.14% | 128 |
|
2019
Q3 | $1.71M | Buy |
29,380
+808
| +3% | +$47.1K | 0.25% | 84 |
|
2019
Q2 | $1.46M | Buy |
28,572
+1,624
| +6% | +$83.2K | 0.22% | 96 |
|
2019
Q1 | $1.3M | Sell |
26,948
-492
| -2% | -$23.8K | 0.18% | 126 |
|
2018
Q4 | $1.19M | Sell |
27,440
-168
| -0.6% | -$7.3K | 0.18% | 126 |
|
2018
Q3 | $1.16M | Buy |
27,608
+804
| +3% | +$33.7K | 0.11% | 139 |
|
2018
Q2 | $1.12M | Buy |
26,804
+2,896
| +12% | +$121K | 0.16% | 138 |
|
2018
Q1 | $976K | Buy |
23,908
+980
| +4% | +$40K | 0.14% | 155 |
|
2017
Q4 | $895K | Sell |
22,928
-392
| -2% | -$15.3K | 0.14% | 150 |
|
2017
Q3 | $854K | Buy |
23,320
+452
| +2% | +$16.6K | 0.12% | 165 |
|
2017
Q2 | $801K | Buy |
22,868
+5,204
| +29% | +$182K | 0.12% | 168 |
|
2017
Q1 | $567K | Buy |
17,664
+8,400
| +91% | +$270K | 0.09% | 208 |
|
2016
Q4 | $277K | Hold |
9,264
| – | – | 0.05% | 299 |
|
2016
Q3 | $283K | Sell |
9,264
-800
| -8% | -$24.4K | 0.04% | 284 |
|
2016
Q2 | $328K | Sell |
10,064
-400
| -4% | -$13K | 0.05% | 267 |
|
2016
Q1 | $310K | Buy |
10,464
+800
| +8% | +$23.7K | 0.03% | 252 |
|
2015
Q4 | $251K | Buy |
9,664
+400
| +4% | +$10.4K | 0.04% | 277 |
|
2015
Q3 | $226K | Buy |
9,264
+600
| +7% | +$14.6K | 0.04% | 290 |
|
2015
Q2 | $212K | Sell |
8,664
-22,600
| -72% | -$553K | 0.03% | 305 |
|
2015
Q1 | $813K | Buy |
31,264
+464
| +2% | +$12.1K | 0.13% | 123 |
|
2014
Q4 | $818K | Buy |
+30,800
| New | +$818K | 0.15% | 97 |
|