GW & Wade’s NextEra Energy, Inc. NEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $12.3M | Sell |
202,199
-63,874
| -24% | -$3.88M | 0.4% | 65 |
|
|
2023
Q3 | $15.2M | Buy |
266,073
+27,596
| +12% | +$1.58M | 0.57% | 53 |
|
|
2023
Q2 | $17.7M | Buy |
238,477
+2,473
| +1% | +$183K | 0.64% | 47 |
|
|
2023
Q1 | $18.2M | Buy |
236,004
+2,952
| +1% | +$228K | 0.7% | 44 |
|
|
2022
Q4 | $19.5M | Buy |
233,052
+10,799
| +5% | +$903K | 0.8% | 40 |
|
|
2022
Q3 | $17.4M | Buy |
222,253
+33,636
| +18% | +$2.64M | 0.85% | 36 |
|
|
2022
Q2 | $14.6M | Sell |
188,617
-24,481
| -11% | -$1.9M | 0.66% | 47 |
|
|
2022
Q1 | $18.1M | Buy |
213,098
+3,429
| +2% | +$290K | 0.77% | 40 |
|
|
2021
Q4 | $19.6M | Buy |
209,669
+2,545
| +1% | +$238K | 0.85% | 36 |
|
|
2021
Q3 | $16.3M | Buy |
207,124
+4,504
| +2% | +$354K | 0.77% | 42 |
|
|
2021
Q2 | $14.8M | Buy |
202,620
+8,699
| +4% | +$637K | 0.71% | 46 |
|
|
2021
Q1 | $14.7M | Buy |
193,921
+15,981
| +9% | +$1.21M | 0.78% | 42 |
|
|
2020
Q4 | $13.7M | Buy |
177,940
+11,348
| +7% | +$875K | 0.83% | 40 |
|
|
2020
Q3 | $11.6M | Buy |
166,592
+128,332
| +335% | +$8.91M | 0.88% | 38 |
|
|
2020
Q2 | $2.3M | Buy |
38,260
+1,692
| +5% | +$102K | 0.19% | 80 |
|
|
2020
Q1 | $2.2M | Sell |
36,568
-700
| -2% | -$42.1K | 0.21% | 78 |
|
|
2019
Q4 | $2.26M | Sell |
37,268
-352
| -0.9% | -$21.3K | 0.17% | 86 |
|
|
2019
Q3 | $2.19M | Sell |
37,620
-3,896
| -9% | -$227K | 0.19% | 84 |
|
|
2019
Q2 | $2.13M | Sell |
41,516
-184
| -0.4% | -$9.42K | 0.19% | 86 |
|
|
2019
Q1 | $2.02M | Buy |
41,700
+88
| +0.2% | +$4.25K | 0.19% | 87 |
|
|
2018
Q4 | $1.81M | Sell |
41,612
-356
| -0.8% | -$15.5K | 0.2% | 84 |
|
|
2018
Q3 | $1.76M | Sell |
41,968
-44
| -0.1% | -$1.84K | 0.19% | 92 |
|
|
2018
Q2 | $1.75M | Buy |
42,012
+48
| +0.1% | +$2K | 0.2% | 90 |
|
|
2018
Q1 | $1.71M | Buy |
41,964
+4
| +0% | +$163 | 0.2% | 93 |
|
|
2017
Q4 | $1.64M | Sell |
41,960
-636
| -1% | -$24.8K | 0.19% | 88 |
|
|
2017
Q3 | $1.56M | Buy |
42,596
+68
| +0.2% | +$2.49K | 0.19% | 89 |
|
|
2017
Q2 | $1.49M | Buy |
42,528
+16
| +0% | +$561 | 0.19% | 84 |
|
|
2017
Q1 | $1.36M | Buy |
42,512
+520
| +1% | +$16.7K | 0.18% | 86 |
|
|
2016
Q4 | $1.25M | Sell |
41,992
-164
| -0.4% | -$4.9K | 0.21% | 85 |
|
|
2016
Q3 | $1.29M | Buy |
42,156
+176
| +0.4% | +$5.38K | 0.23% | 78 |
|
|
2016
Q2 | $1.37M | Buy |
41,980
+8
| +0% | +$261 | 0.23% | 87 |
|
|
2016
Q1 | $1.24M | Sell |
41,972
-1,796
| -4% | -$53.1K | 0.24% | 74 |
|
|
2015
Q4 | $1.14M | Sell |
43,768
-492
| -1% | -$12.8K | 0.24% | 80 |
|
|
2015
Q3 | $1.08M | Buy |
44,260
+2,504
| +6% | +$61K | 0.24% | 83 |
|
|
2015
Q2 | $1.02M | Sell |
41,756
-2,504
| -6% | -$61.3K | 0.2% | 93 |
|
|
2015
Q1 | $1.15M | Buy |
+44,260
| New | +$1.15M | 0.22% | 91 |
|