Johanson Financial Advisors’s NextEra Energy, Inc. NEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $1.47M | Buy |
15,740
+127
| +0.8% | +$11.9K | 0.45% | 49 |
|
|
2021
Q3 | $1.23M | Buy |
15,613
+103
| +0.7% | +$8.09K | 0.42% | 52 |
|
|
2021
Q2 | $1.19M | Buy |
15,510
+277
| +2% | +$21.3K | 0.4% | 55 |
|
|
2021
Q1 | $1.21M | Buy |
15,233
+2,636
| +21% | +$209K | 0.44% | 48 |
|
|
2020
Q4 | $972K | Buy |
12,597
+1,549
| +14% | +$120K | 0.39% | 52 |
|
|
2020
Q3 | $795K | Buy |
11,048
+220
| +2% | +$15.8K | 0.36% | 57 |
|
|
2020
Q2 | $650K | Buy |
10,828
+136
| +1% | +$8.16K | 0.32% | 60 |
|
|
2020
Q1 | $641K | Sell |
10,692
-2,605,168
| -100% | -$156M | 0.37% | 55 |
|
|
2019
Q4 | $2.7M | Buy |
2,615,860
+2,606,420
| +27,610% | +$2.69M | 0.13% | 91 |
|
|
2019
Q3 | $549K | Buy |
9,440
+3,668
| +64% | +$213K | 0.29% | 66 |
|
|
2019
Q2 | $294K | Buy |
+5,772
| New | +$294K | 0.16% | 82 |
|