Next Financial Group’s NextEra Energy NEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $885K | Sell |
9,478
-1,821
| -16% | -$157K | 0.06% | 343 |
|
|
2021
Q3 | $887K | Sell |
11,299
-12,643
| -53% | -$1.02M | 0.07% | 300 |
|
|
2021
Q2 | $1.75M | Buy |
23,942
+2,038
| +9% | +$153K | 0.14% | 165 |
|
|
2021
Q1 | $1.66M | Sell |
21,904
-152
| -0.7% | -$11.9K | 0.15% | 153 |
|
|
2020
Q4 | $1.7M | Buy |
22,056
+848
| +4% | +$63.4K | 0.16% | 135 |
|
|
2020
Q3 | $1.47M | Sell |
21,208
-32
| -0.2% | -$2.21K | 0.16% | 136 |
|
|
2020
Q2 | $1.27M | Sell |
21,240
-780
| -4% | -$46.7K | 0.15% | 163 |
|
|
2020
Q1 | $1.32M | Buy |
22,020
+1,336
| +6% | +$84K | 0.17% | 131 |
|
|
2019
Q4 | $1.25M | Buy |
20,684
+664
| +3% | +$38.8K | 0.13% | 194 |
|
|
2019
Q3 | $1.17M | Buy |
20,020
+3,216
| +19% | +$174K | 0.13% | 213 |
|
|
2019
Q2 | $861K | Buy |
16,804
+12,228
| +267% | +$602K | 0.09% | 251 |
|
|
2019
Q1 | $221K | Sell |
4,576
-11,420
| -71% | -$522K | 0.06% | 333 |
|
|
2018
Q4 | $695K | Buy |
15,996
+8,792
| +122% | +$384K | 0.14% | 168 |
|
|
2018
Q3 | $302K | Sell |
7,204
-812
| -10% | -$34.6K | 0.14% | 148 |
|
|
2018
Q2 | $335K | Sell |
8,016
-4,008
| -33% | -$162K | 0.13% | 183 |
|
|
2018
Q1 | $491K | Buy |
12,024
+1,536
| +15% | +$59.2K | 0.1% | 216 |
|
|
2017
Q4 | $409K | Buy |
10,488
+2,128
| +25% | +$82.2K | 0.17% | 156 |
|
|
2017
Q3 | $315K | Buy |
8,360
+1,572
| +23% | +$57.6K | 0.09% | 234 |
|
|
2017
Q2 | $238K | Sell |
6,788
-348
| -5% | -$11.9K | 0.06% | 313 |
|
|
2017
Q1 | $238K | Sell |
7,136
-10,308
| -59% | -$324K | 0.07% | 278 |
|
|
2016
Q4 | $521K | Sell |
17,444
-7,608
| -30% | -$227K | 0.09% | 246 |
|
|
2016
Q3 | $766K | Buy |
25,052
+15,812
| +171% | +$498K | 0.14% | 166 |
|
|
2016
Q2 | $301K | Sell |
9,240
-3,188
| -26% | -$95.7K | 0.1% | 216 |
|
|
2016
Q1 | $367K | Buy |
12,428
+1,352
| +12% | +$38K | 0.13% | 169 |
|
|
2015
Q4 | $287K | Sell |
11,076
-2,472
| -18% | -$62.5K | 0.11% | 190 |
|
|
2015
Q3 | $330K | Buy |
13,548
+404
| +3% | +$10.3K | 0.12% | 192 |
|
|
2015
Q2 | $322K | Sell |
13,144
-3,796
| -22% | -$96.5K | 0.11% | 196 |
|
|
2015
Q1 | $440K | Sell |
16,940
-892
| -5% | -$23.5K | 0.14% | 155 |
|
|
2014
Q4 | $474K | Sell |
17,832
-9,400
| -35% | -$237K | 0.16% | 145 |
|
|
2014
Q3 | $639K | Buy |
27,232
+27,108
| +21,861% | +$655K | 0.13% | 173 |
|
|
2014
Q2 | $3K | Buy |
+124
| New | +$3.02K | ﹤0.01% | 1021 |
|
Other funds holding NEE
Next Financial Group's NEE Position: Q4 2021 in Review
Next Financial Group reduced its NextEra Energy (NEE) stake by 16% in Q4 2021, selling an estimated $157K and leaving 9,478 shares worth $885K. The position accounts for 0.06% of the portfolio, ranked #343.
Next Financial Group first reported a position in NEE in Q2 2014 and has held it in 31 quarters since. The position peaked at $1.75M in Q2 2021. 2,391 funds tracked by Wall St. Rank hold NEE as of Q4 2021.
- Next Financial Group held 9,478 shares of NextEra Energy worth $885K as of Q4 2021.
- Next Financial Group sold 1,821 NextEra Energy shares in Q4 2021, an estimated $157K.
- NextEra Energy made up 0.06% of Next Financial Group's portfolio in Q4 2021, its #343 holding.
- Next Financial Group first reported a position in NextEra Energy in Q2 2014 and has held it in 31 quarters since.
- Next Financial Group's NextEra Energy position peaked at $1.75M in Q2 2021.
- 2,391 funds tracked by Wall St. Rank held NextEra Energy as of Q4 2021.
Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.