Intersect Capital’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 | $564K | Buy |
7,284
+1,484
| +26% | +$115K | 0.17% | 128 |
|
|
2022
Q1 | $491K | Sell |
5,800
-440
| -7% | -$37.2K | 0.09% | 198 |
|
|
2021
Q4 | $583K | Buy |
6,240
+443
| +8% | +$41.4K | 0.11% | 174 |
|
|
2021
Q3 | $455K | Buy |
5,797
+1,426
| +33% | +$112K | 0.08% | 200 |
|
|
2021
Q2 | $320K | Buy |
4,371
+998
| +30% | +$73.1K | 0.06% | 250 |
|
|
2021
Q1 | $255K | Sell |
3,373
-11
| -0.3% | -$832 | 0.05% | 271 |
|
|
2020
Q4 | $261K | Buy |
3,384
+484
| +17% | +$37.3K | 0.06% | 236 |
|
|
2020
Q3 | $201K | Buy |
+2,900
| New | +$201K | 0.05% | 229 |
|
|
2015
Q2 | – | Sell |
-1,768
| Closed | -$45K | – | 268 |
|
|
2015
Q1 | $45K | Sell |
1,768
-2,408
| -58% | -$61.3K | 0.03% | 193 |
|
|
2014
Q4 | $111K | Buy |
+4,176
| New | +$111K | 0.09% | 116 |
|