Mercer Capital Advisers’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
Q3 | $660K | Sell |
8,400
-2,300
| -21% | -$181K | 0.35% | 51 |
|
|
2021
Q2 | $784K | Hold |
10,700
| – | – | 0.39% | 46 |
|
|
2021
Q1 | $809K | Sell |
10,700
-300
| -3% | -$22.7K | 0.43% | 45 |
|
|
2020
Q4 | $849K | Hold |
11,000
| – | – | 0.47% | 38 |
|
|
2020
Q3 | $763K | Hold |
11,000
| – | – | 0.47% | 38 |
|
|
2020
Q2 | $660K | Buy |
11,000
+2,000
| +22% | +$120K | 0.42% | 43 |
|
|
2020
Q1 | $541K | Sell |
9,000
-2,000
| -18% | -$120K | 0.4% | 44 |
|
|
2019
Q4 | $666K | Hold |
11,000
| – | – | 0.4% | 48 |
|
|
2019
Q3 | $641K | Hold |
11,000
| – | – | 0.41% | 47 |
|
|
2019
Q2 | $563K | Hold |
11,000
| – | – | 0.36% | 49 |
|
|
2019
Q1 | $532K | Sell |
11,000
-48
| -0.4% | -$2.32K | 0.36% | 47 |
|
|
2018
Q4 | $480K | Hold |
11,048
| – | – | 0.36% | 48 |
|
|
2018
Q3 | $463K | Hold |
11,048
| – | – | 0.31% | 58 |
|
|
2018
Q2 | $461K | Sell |
11,048
-800
| -7% | -$33.4K | 0.33% | 56 |
|
|
2018
Q1 | $484K | Buy |
11,848
+48
| +0.4% | +$1.96K | 0.36% | 54 |
|
|
2017
Q4 | $461K | Hold |
11,800
| – | – | 0.33% | 53 |
|
|
2017
Q3 | $432K | Hold |
11,800
| – | – | 0.32% | 59 |
|
|
2017
Q2 | $413K | Hold |
11,800
| – | – | 0.31% | 59 |
|
|
2017
Q1 | $379K | Hold |
11,800
| – | – | 0.29% | 63 |
|
|
2016
Q4 | $352K | Sell |
11,800
-400
| -3% | -$11.9K | 0.28% | 63 |
|
|
2016
Q3 | $373K | Hold |
12,200
| – | – | 0.3% | 64 |
|
|
2016
Q2 | $398K | Sell |
12,200
-200
| -2% | -$6.53K | 0.33% | 57 |
|
|
2016
Q1 | $367K | Hold |
12,400
| – | – | 0.31% | 61 |
|
|
2015
Q4 | $322K | Hold |
12,400
| – | – | 0.28% | 66 |
|
|
2015
Q3 | $302K | Hold |
12,400
| – | – | 0.28% | 67 |
|
|
2015
Q2 | $304K | Hold |
12,400
| – | – | 0.27% | 71 |
|
|
2015
Q1 | $323K | Hold |
12,400
| – | – | 0.29% | 65 |
|
|
2014
Q4 | $329K | Buy |
+12,400
| New | +$329K | 0.29% | 64 |
|