Patton Albertson Miller Group’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 | – | Sell |
-4,096
| Closed | -$382K | – | 253 |
|
|
2021
Q4 | $382K | Hold |
4,096
| – | – | 0.06% | 194 |
|
|
2021
Q3 | $322K | Sell |
4,096
-193
| -4% | -$15.2K | 0.06% | 203 |
|
|
2021
Q2 | $314K | Buy |
4,289
+1
| +0% | +$73 | 0.07% | 176 |
|
|
2021
Q1 | $324K | Sell |
4,288
-140
| -3% | -$10.6K | 0.08% | 170 |
|
|
2020
Q4 | $360K | Sell |
4,428
-284
| -6% | -$23.1K | 0.09% | 167 |
|
|
2020
Q3 | $327K | Sell |
4,712
-648
| -12% | -$45K | 0.09% | 171 |
|
|
2020
Q2 | $322K | Hold |
5,360
| – | – | 0.09% | 169 |
|
|
2020
Q1 | $322K | Sell |
5,360
-4,024
| -43% | -$242K | 0.11% | 166 |
|
|
2019
Q4 | $568K | Hold |
9,384
| – | – | 0.15% | 146 |
|
|
2019
Q3 | $547K | Buy |
9,384
+364
| +4% | +$21.2K | 0.16% | 144 |
|
|
2019
Q2 | $488K | Buy |
+9,020
| New | +$488K | 0.14% | 155 |
|
|
2018
Q4 | – | Sell |
-1,020
| Closed | -$45K | – | 219 |
|
|
2018
Q3 | $45K | Buy |
+1,020
| New | +$45K | 0.02% | 183 |
|