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 |
|