Kings Point Capital 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
Q1 | $14.6M | Buy |
172,784
+8,390
| +5% | +$711K | 1.27% | 28 |
|
|
2021
Q4 | $15.3M | Buy |
164,394
+811
| +0.5% | +$75.7K | 1.26% | 27 |
|
|
2021
Q3 | $12.8M | Buy |
163,583
+5,789
| +4% | +$455K | 1.14% | 29 |
|
|
2021
Q2 | $11.6M | Buy |
157,794
+9,984
| +7% | +$732K | 1.05% | 36 |
|
|
2021
Q1 | $11.2M | Buy |
147,810
+16,357
| +12% | +$1.24M | 1.1% | 35 |
|
|
2020
Q4 | $10.1M | Buy |
131,453
+5,225
| +4% | +$403K | 1.08% | 33 |
|
|
2020
Q3 | $8.76M | Buy |
126,228
+14,888
| +13% | +$1.03M | 1.09% | 36 |
|
|
2020
Q2 | $6.69M | Buy |
111,340
+2,040
| +2% | +$122K | 0.97% | 40 |
|
|
2020
Q1 | $6.58M | Buy |
109,300
+20,244
| +23% | +$1.22M | 1.16% | 38 |
|
|
2019
Q4 | $5.39M | Buy |
89,056
+4,116
| +5% | +$249K | 0.8% | 47 |
|
|
2019
Q3 | $4.95M | Buy |
84,940
+2,952
| +4% | +$172K | 0.84% | 48 |
|
|
2019
Q2 | $4.2M | Buy |
81,988
+61,572
| +302% | +$3.15M | 0.77% | 49 |
|
|
2019
Q1 | $987K | Buy |
20,416
+8,244
| +68% | +$399K | 0.2% | 86 |
|
|
2018
Q4 | $529K | Hold |
12,172
| – | – | 0.12% | 95 |
|
|
2018
Q3 | $510K | Hold |
12,172
| – | – | 0.1% | 109 |
|
|
2018
Q2 | $508K | Buy |
12,172
+800
| +7% | +$33.4K | 0.1% | 110 |
|
|
2018
Q1 | $464K | Buy |
11,372
+1,176
| +12% | +$48K | 0.09% | 111 |
|
|
2017
Q4 | $398K | Buy |
10,196
+224
| +2% | +$8.74K | 0.08% | 118 |
|
|
2017
Q3 | $365K | Hold |
9,972
| – | – | 0.08% | 121 |
|
|
2017
Q2 | $349K | Buy |
9,972
+1,920
| +24% | +$67.2K | 0.08% | 115 |
|
|
2017
Q1 | $258K | Sell |
8,052
-77,236
| -91% | -$2.47M | 0.06% | 123 |
|
|
2016
Q4 | $2.55M | Sell |
85,288
-9,548
| -10% | -$285K | 0.63% | 57 |
|
|
2016
Q3 | $2.9M | Buy |
94,836
+49,700
| +110% | +$1.52M | 0.77% | 48 |
|
|
2016
Q2 | $1.47M | Buy |
+45,136
| New | +$1.47M | 0.38% | 63 |
|
|
2015
Q2 | – | Sell |
-904
| Closed | -$24K | – | 369 |
|
|
2015
Q1 | $24K | Hold |
904
| – | – | 0.01% | 288 |
|
|
2014
Q4 | $24K | Hold |
904
| – | – | 0.01% | 272 |
|
|
2014
Q3 | $21K | Hold |
904
| – | – | 0.01% | 244 |
|
|
2014
Q2 | $23K | Buy |
+904
| New | +$23K | 0.01% | 239 |
|