Personal Capital Advisors’s NextEra Energy NEE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q4
$101M Sell
1,207,048
-18,542
-2% -$1.5M 0.49% 40
2022
Q3
$96.1M Buy
1,225,590
+17,708
+1% +$1.5M 0.52% 34
2022
Q2
$93.6M Buy
1,207,882
+26,874
+2% +$2.05M 0.49% 35
2022
Q1
$100M Buy
1,181,008
+42,511
+4% +$3.41M 0.47% 41
2021
Q4
$106M Buy
1,138,497
+30,114
+3% +$2.6M 0.49% 40
2021
Q3
$87M Buy
1,108,383
+50,696
+5% +$4.09M 0.44% 44
2021
Q2
$77.5M Buy
1,057,687
+84,849
+9% +$6.37M 0.4% 51
2021
Q1
$73.6M Buy
972,838
+54,909
+6% +$4.29M 0.43% 46
2020
Q4
$70.8M Buy
917,929
+36,645
+4% +$2.74M 0.45% 43
2020
Q3
$61.2M Buy
881,284
+13,256
+2% +$915K 0.46% 44
2020
Q2
$52.1M Buy
868,028
+16,076
+2% +$962K 0.43% 51
2020
Q1
$51.4M Sell
851,952
-51,460
-6% -$3.23M 0.51% 38
2019
Q4
$54.7M Buy
903,412
+56,900
+7% +$3.32M 0.46% 45
2019
Q3
$49.3M Sell
846,512
-43,176
-5% -$2.34M 0.47% 40
2019
Q2
$45.6M Buy
889,688
+38,940
+5% +$1.92M 0.46% 43
2019
Q1
$41.1M Buy
850,748
+182,236
+27% +$8.33M 0.46% 48
2018
Q4
$29.1M Buy
668,512
+43,736
+7% +$1.91M 0.39% 64
2018
Q3
$26.2M Buy
624,776
+52,416
+9% +$2.23M 0.34% 82
2018
Q2
$23.9M Buy
572,360
+86,984
+18% +$3.51M 0.34% 82
2018
Q1
$19.8M Buy
485,376
+144,896
+43% +$5.59M 0.31% 84
2017
Q4
$13.3M Buy
+340,480
New +$13.1M 0.23% 100

Other funds holding NEE