Northwest Investment Counselors’s NextEra Energy, Inc. NEE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q4 | – | Sell |
-300
| Closed | -$17.2K | – | 396 |
|
2023
Q3 | $17.2K | Hold |
300
| – | – | ﹤0.01% | 323 |
|
2023
Q2 | $22.3K | Hold |
300
| – | – | 0.01% | 308 |
|
2023
Q1 | $23.1K | Hold |
300
| – | – | 0.01% | 313 |
|
2022
Q4 | $25.1K | Hold |
300
| – | – | 0.01% | 310 |
|
2022
Q3 | $24K | Sell |
300
-22
| -7% | -$1.76K | 0.01% | 290 |
|
2022
Q2 | $25K | Hold |
322
| – | – | 0.01% | 284 |
|
2022
Q1 | $27K | Sell |
322
-14
| -4% | -$1.17K | 0.01% | 289 |
|
2021
Q4 | $31K | Buy |
+336
| New | +$31K | 0.01% | 273 |
|
2021
Q2 | – | Sell |
-388
| Closed | -$29K | – | 331 |
|
2021
Q1 | $29K | Buy |
+388
| New | +$29K | 0.01% | 271 |
|
2020
Q4 | – | Sell |
-388
| Closed | -$27K | – | 330 |
|
2020
Q3 | $27K | Buy |
+388
| New | +$27K | 0.01% | 246 |
|
2019
Q4 | – | Sell |
-632
| Closed | -$37K | – | 377 |
|
2019
Q3 | $37K | Buy |
+632
| New | +$37K | 0.01% | 243 |
|
2017
Q4 | – | Sell |
-1,000
| Closed | -$37K | – | 242 |
|
2017
Q3 | $37K | Hold |
1,000
| – | – | 0.02% | 198 |
|
2017
Q2 | $35K | Buy |
+1,000
| New | +$35K | 0.02% | 185 |
|