Palladium Partners’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
Q1 | $5.66M | Sell |
66,752
-561
| -0.8% | -$47.5K | 0.25% | 92 |
|
|
2021
Q4 | $6.28M | Sell |
67,313
-2,408
| -3% | -$225K | 0.26% | 83 |
|
|
2021
Q3 | $5.48M | Buy |
69,721
+240
| +0.3% | +$18.8K | 0.25% | 85 |
|
|
2021
Q2 | $5.09M | Buy |
69,481
+41
| +0.1% | +$3K | 0.24% | 85 |
|
|
2021
Q1 | $5.25M | Buy |
69,440
+53,088
| +325% | +$4.01M | 0.26% | 82 |
|
|
2020
Q4 | $1.26M | Buy |
16,352
+136
| +0.8% | +$10.5K | 0.07% | 150 |
|
|
2020
Q3 | $1.13M | Sell |
16,216
-732
| -4% | -$50.8K | 0.07% | 150 |
|
|
2020
Q2 | $1.02M | Sell |
16,948
-600
| -3% | -$36K | 0.07% | 148 |
|
|
2020
Q1 | $1.06M | Sell |
17,548
-880
| -5% | -$52.9K | 0.09% | 139 |
|
|
2019
Q4 | $1.12M | Sell |
18,428
-7,196
| -28% | -$436K | 0.07% | 154 |
|
|
2019
Q3 | $1.07M | Buy |
25,624
+2,108
| +9% | +$88.4K | 0.08% | 143 |
|
|
2019
Q2 | $1.2M | Sell |
23,516
-20
| -0.1% | -$1.02K | 0.08% | 148 |
|
|
2019
Q1 | $1.14M | Sell |
23,536
-2,780
| -11% | -$134K | 0.08% | 145 |
|
|
2018
Q4 | $1.14M | Sell |
26,316
-508
| -2% | -$22.1K | 0.09% | 135 |
|
|
2018
Q3 | $1.12M | Buy |
26,824
+2,096
| +8% | +$87.8K | 0.08% | 147 |
|
|
2018
Q2 | $1.03M | Sell |
24,728
-2,740
| -10% | -$114K | 0.08% | 149 |
|
|
2018
Q1 | $1.12M | Sell |
27,468
-400
| -1% | -$16.3K | 0.08% | 148 |
|
|
2017
Q4 | $1.09M | Buy |
27,868
+1,236
| +5% | +$48.3K | 0.08% | 150 |
|
|
2017
Q3 | $976K | Hold |
26,632
| – | – | 0.07% | 156 |
|
|
2017
Q2 | $933K | Sell |
26,632
-460
| -2% | -$16.1K | 0.07% | 154 |
|
|
2017
Q1 | $869K | Sell |
27,092
-200
| -0.7% | -$6.42K | 0.07% | 154 |
|
|
2016
Q4 | $815K | Buy |
27,292
+1,748
| +7% | +$52.2K | 0.07% | 156 |
|
|
2016
Q3 | $781K | Hold |
25,544
| – | – | 0.07% | 155 |
|
|
2016
Q2 | $833K | Sell |
25,544
-860
| -3% | -$28K | 0.08% | 150 |
|
|
2016
Q1 | $781K | Sell |
26,404
-2,480
| -9% | -$73.4K | 0.07% | 151 |
|
|
2015
Q4 | $751K | Sell |
28,884
-4,000
| -12% | -$104K | 0.07% | 158 |
|
|
2015
Q3 | $802K | Sell |
32,884
-1,600
| -5% | -$39K | 0.08% | 153 |
|
|
2015
Q2 | $845K | Sell |
34,484
-9,960
| -22% | -$244K | 0.08% | 163 |
|
|
2015
Q1 | $1.16M | Sell |
44,444
-100
| -0.2% | -$2.6K | 0.1% | 157 |
|
|
2014
Q4 | $1.18M | Sell |
44,544
-24
| -0.1% | -$638 | 0.1% | 154 |
|
|
2014
Q3 | $1.05M | Sell |
44,568
-776
| -2% | -$18.2K | 0.09% | 157 |
|
|
2014
Q2 | $1.16M | Buy |
45,344
+200
| +0.4% | +$5.13K | 0.1% | 152 |
|
|
2014
Q1 | $1.08M | Hold |
45,144
| – | – | 0.1% | 155 |
|
|
2013
Q4 | $966K | Buy |
45,144
+800
| +2% | +$17.1K | 0.09% | 166 |
|
|
2013
Q3 | $889K | Sell |
44,344
-400
| -0.9% | -$8.02K | 0.09% | 162 |
|
|
2013
Q2 | $912K | Buy |
+44,744
| New | +$912K | 0.1% | 159 |
|