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