Northstar Investment Advisors’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
Q2
$7.14M Sell
91,664
-2,295
-2% -$179K 0.95% 32
2021
Q1
$7.1M Buy
93,959
+341
+0.4% +$25.8K 1.04% 31
2020
Q4
$7.22M Buy
93,618
+1,346
+1% +$104K 1.12% 29
2020
Q3
$6.4M Buy
92,272
+26,520
+40% +$1.84M 1.15% 32
2020
Q2
$3.95M Buy
65,752
+14,792
+29% +$888K 0.84% 37
2020
Q1
$3.07M Sell
50,960
-8,840
-15% -$532K 0.76% 45
2019
Q4
$3.62M Buy
59,800
+80
+0.1% +$4.84K 0.57% 60
2019
Q3
$3.27M Buy
59,720
+33,120
+125% +$1.81M 0.55% 62
2019
Q2
$1.36M Hold
26,600
0.25% 68
2019
Q1
$1.29M Hold
26,600
0.24% 67
2018
Q4
$1.16M Sell
26,600
-560
-2% -$24.3K 0.25% 62
2018
Q3
$1.14M Hold
27,160
0.23% 59
2018
Q2
$1.13M Hold
27,160
0.24% 58
2018
Q1
$1.11M Sell
27,160
-1,600
-6% -$65.3K 0.23% 60
2017
Q4
$1.12M Sell
28,760
-400
-1% -$15.6K 0.2% 66
2017
Q3
$1.07M Sell
29,160
-264
-0.9% -$9.67K 0.21% 65
2017
Q2
$1.03M Buy
29,424
+264
+0.9% +$9.25K 0.21% 65
2017
Q1
$936K Hold
29,160
0.19% 67
2016
Q4
$871K Sell
29,160
-8,000
-22% -$239K 0.19% 66
2016
Q3
$1.17M Buy
37,160
+8,000
+27% +$252K 0.27% 61
2016
Q2
$951K Hold
29,160
0.22% 63
2016
Q1
$863K Sell
29,160
-1,400
-5% -$41.4K 0.21% 62
2015
Q4
$794K Buy
30,560
+1,400
+5% +$36.4K 0.2% 66
2015
Q3
$711K Hold
29,160
0.19% 68
2015
Q2
$715K Hold
29,160
0.18% 71
2015
Q1
$759K Sell
29,160
-748
-3% -$19.5K 0.19% 71
2014
Q4
$795K Buy
29,908
+148
+0.5% +$3.93K 0.2% 72
2014
Q3
$698K Hold
29,760
0.18% 72
2014
Q2
$762K Hold
29,760
0.2% 76
2014
Q1
$711K Sell
29,760
-2,552
-8% -$61K 0.19% 76
2013
Q4
$692K Buy
32,312
+1,752
+6% +$37.5K 0.19% 75
2013
Q3
$612K Sell
30,560
-1,520
-5% -$30.4K 0.18% 76
2013
Q2
$653K Buy
+32,080
New +$653K 0.2% 72