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 |
|