NuWave Investment Management’s NextEra Energy, Inc. NEE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q3 | $349K | Buy |
+4,450
| New | +$349K | 0.4% | 94 |
|
2021
Q3 | – | Sell |
-1,963
| Closed | -$144K | – | 393 |
|
2021
Q2 | $144K | Sell |
1,963
-2,758
| -58% | -$202K | 0.16% | 187 |
|
2021
Q1 | $357K | Buy |
4,721
+3,768
| +395% | +$285K | 0.45% | 77 |
|
2020
Q4 | $74K | Buy |
953
+517
| +119% | +$40.1K | 0.1% | 215 |
|
2020
Q3 | $30K | Sell |
436
-400
| -48% | -$27.5K | 0.05% | 279 |
|
2020
Q2 | $50K | Buy |
836
+520
| +165% | +$31.1K | 0.07% | 198 |
|
2020
Q1 | $19K | Sell |
316
-64
| -17% | -$3.85K | 0.04% | 173 |
|
2019
Q4 | $23K | Sell |
380
-236
| -38% | -$14.3K | 0.02% | 287 |
|
2019
Q3 | $36K | Sell |
616
-6,784
| -92% | -$396K | 0.04% | 287 |
|
2019
Q2 | $379K | Buy |
7,400
+6,380
| +625% | +$327K | 0.4% | 83 |
|
2019
Q1 | $49K | Sell |
1,020
-7,968
| -89% | -$383K | 0.06% | 219 |
|
2018
Q4 | $391K | Buy |
8,988
+3,424
| +62% | +$149K | 0.67% | 51 |
|
2018
Q3 | $233K | Sell |
5,564
-17,100
| -75% | -$716K | 0.35% | 117 |
|
2018
Q2 | $946K | Buy |
+22,664
| New | +$946K | 1.23% | 7 |
|
2018
Q1 | – | Sell |
-488
| Closed | -$19K | – | 318 |
|
2017
Q4 | $19K | Buy |
+488
| New | +$19K | 0.02% | 245 |
|
2014
Q3 | $345K | Buy |
+14,696
| New | +$345K | 0.99% | 32 |
|
2014
Q1 | – | Sell |
-4,224
| Closed | -$90K | – | 315 |
|
2013
Q4 | $90K | Sell |
4,224
-304
| -7% | -$6.48K | 0.08% | 192 |
|
2013
Q3 | $91K | Sell |
4,528
-4,804
| -51% | -$96.5K | 0.08% | 173 |
|
2013
Q2 | $190K | Buy |
+9,332
| New | +$190K | 0.21% | 132 |
|