Lumbard & Kellner’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 | – | Sell |
-3,618
| Closed | -$284K | – | 104 |
|
|
2021
Q3 | $284K | Sell |
3,618
-878
| -20% | -$68.9K | 0.11% | 82 |
|
|
2021
Q2 | $329K | Hold |
4,496
| – | – | 0.13% | 83 |
|
|
2021
Q1 | $348K | Hold |
4,496
| – | – | 0.12% | 80 |
|
|
2020
Q4 | $364K | Sell |
4,496
-13,488
| -75% | -$1.09M | 0.14% | 81 |
|
|
2020
Q3 | $329K | Buy |
17,984
+13,488
| +300% | +$247K | 0.16% | 58 |
|
|
2020
Q2 | $270K | Hold |
4,496
| – | – | 0.16% | 58 |
|
|
2020
Q1 | $270K | Hold |
4,496
| – | – | 0.18% | 62 |
|
|
2019
Q4 | $272K | Sell |
4,496
-304
| -6% | -$18.4K | 0.14% | 64 |
|
|
2019
Q3 | $280K | Hold |
4,800
| – | – | 0.15% | 63 |
|
|
2019
Q2 | $246K | Buy |
+4,800
| New | +$246K | 0.13% | 62 |
|
|
2019
Q1 | – | Sell |
-4,800
| Closed | -$209K | – | 81 |
|
|
2018
Q4 | $209K | Hold |
4,800
| – | – | 0.13% | 61 |
|
|
2018
Q3 | $201K | Buy |
+4,800
| New | +$201K | 0.1% | 66 |
|