Investors Financial Group’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
Q1 | – | Sell |
-3,294
| Closed | -$308K | – | 119 |
|
2021
Q4 | $308K | Sell |
3,294
-18
| -0.5% | -$1.68K | 0.14% | 155 |
|
2021
Q3 | $260K | Sell |
3,312
-241
| -7% | -$18.9K | 0.14% | 166 |
|
2021
Q2 | $260K | Buy |
3,553
+98
| +3% | +$7.17K | 0.14% | 170 |
|
2021
Q1 | $261K | Sell |
3,455
-541
| -14% | -$40.9K | 0.15% | 148 |
|
2020
Q4 | $308K | Buy |
3,996
+308
| +8% | +$23.7K | 0.2% | 125 |
|
2020
Q3 | $256K | Sell |
3,688
-56
| -1% | -$3.89K | 0.19% | 121 |
|
2020
Q2 | $225K | Hold |
3,744
| – | – | 0.19% | 128 |
|
2020
Q1 | $225K | Buy |
3,744
+168
| +5% | +$10.1K | 0.23% | 102 |
|
2019
Q4 | $216K | Buy |
+3,576
| New | +$216K | 0.18% | 119 |
|