LifePlan 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
2020
Q3
$864K Hold
12,452
0.37% 54
2020
Q2
$748K Hold
12,452
0.34% 59
2020
Q1
$749K Sell
12,452
-16
-0.1% -$962 0.41% 50
2019
Q4
$755K Buy
12,468
+160
+1% +$9.69K 0.34% 57
2019
Q3
$717K Hold
12,308
0.34% 55
2019
Q2
$630K Hold
12,308
0.3% 61
2019
Q1
$595K Hold
12,308
0.32% 58
2018
Q4
$535K Sell
12,308
-2,156
-15% -$93.7K 0.33% 54
2018
Q3
$606K Hold
14,464
0.33% 54
2018
Q2
$604K Hold
14,464
0.34% 54
2018
Q1
$591K Buy
14,464
+64
+0.4% +$2.62K 0.34% 54
2017
Q4
$528K Hold
14,400
0.34% 56
2017
Q3
$528K Buy
14,400
+124
+0.9% +$4.55K 0.34% 56
2017
Q2
$500K Hold
14,276
0.34% 61
2017
Q1
$458K Hold
14,276
0.32% 63
2016
Q4
$426K Buy
14,276
+2,096
+17% +$62.5K 0.3% 74
2016
Q3
$372K Hold
12,180
0.26% 70
2016
Q2
$397K Hold
12,180
0.27% 64
2016
Q1
$360K Hold
12,180
0.26% 64
2015
Q4
$316K Hold
12,180
0.22% 72
2015
Q3
$297K Hold
12,180
0.22% 71
2015
Q2
$299K Hold
12,180
0.2% 77
2015
Q1
$317K Hold
12,180
0.21% 56
2014
Q4
$324K Buy
12,180
+2,380
+24% +$63.3K 0.21% 56
2014
Q3
$230K Hold
9,800
0.19% 58
2014
Q2
$251K Hold
9,800
0.18% 53
2014
Q1
$234K Hold
9,800
0.19% 52
2013
Q4
$210K Buy
9,800
+4,800
+96% +$103K 0.14% 57
2013
Q3
$100K Buy
5,000
+3,208
+179% +$64.2K 0.08% 68
2013
Q2
$37K Buy
+1,792
New +$37K 0.04% 81