Laurel Wealth Advisors (California)’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
Q4 | $663K | Buy |
7,928
+219
| +3% | +$18.3K | 0.07% | 302 |
|
|
2022
Q3 | $605K | Buy |
7,709
+1,486
| +24% | +$117K | 0.06% | 308 |
|
|
2022
Q2 | $482K | Sell |
6,223
-544
| -8% | -$42.1K | 0.05% | 369 |
|
|
2022
Q1 | $574K | Sell |
6,767
-97
| -1% | -$8.23K | 0.05% | 371 |
|
|
2021
Q4 | $641K | Buy |
6,864
+574
| +9% | +$53.6K | 0.05% | 369 |
|
|
2021
Q3 | $494K | Sell |
6,290
-1,053
| -14% | -$82.7K | 0.09% | 235 |
|
|
2021
Q2 | $538K | Buy |
7,343
+557
| +8% | +$40.8K | 0.07% | 261 |
|
|
2021
Q1 | $513K | Sell |
6,786
-314
| -4% | -$23.7K | 0.08% | 249 |
|
|
2020
Q4 | $547K | Buy |
7,100
+552
| +8% | +$42.5K | 0.08% | 232 |
|
|
2020
Q3 | $454K | Buy |
6,548
+104
| +2% | +$7.21K | 0.08% | 238 |
|
|
2020
Q2 | $387K | Sell |
6,444
-92
| -1% | -$5.53K | 0.07% | 252 |
|
|
2020
Q1 | $393K | Sell |
6,536
-1,348
| -17% | -$81.1K | 0.09% | 227 |
|
|
2019
Q4 | $477K | Buy |
7,884
+912
| +13% | +$55.2K | 0.08% | 252 |
|
|
2019
Q3 | $406K | Sell |
6,972
-792
| -10% | -$46.1K | 0.07% | 288 |
|
|
2019
Q2 | $398K | Buy |
7,764
+364
| +5% | +$18.7K | 0.09% | 248 |
|
|
2019
Q1 | $358K | Sell |
7,400
-604
| -8% | -$29.2K | 0.09% | 251 |
|
|
2018
Q4 | $347K | Sell |
8,004
-12
| -0.1% | -$520 | 0.1% | 217 |
|
|
2018
Q3 | $335K | Sell |
8,016
-3,824
| -32% | -$160K | 0.08% | 250 |
|
|
2018
Q2 | $494K | Sell |
11,840
-320
| -3% | -$13.4K | 0.13% | 180 |
|
|
2018
Q1 | $496K | Sell |
12,160
-3,468
| -22% | -$141K | 0.15% | 160 |
|
|
2017
Q4 | $610K | Buy |
15,628
+7,488
| +92% | +$292K | 0.18% | 141 |
|
|
2017
Q3 | $298K | Sell |
8,140
-92
| -1% | -$3.37K | 0.1% | 215 |
|
|
2017
Q2 | $288K | Buy |
+8,232
| New | +$288K | 0.1% | 213 |
|