PCA
Personal Capital Advisors’s NextEra Energy, Inc. NEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $101M | Sell |
1,207,048
-18,542
| -2% | -$1.55M | 0.49% | 40 |
|
|
2022
Q3 | $96.1M | Buy |
1,225,590
+17,708
| +1% | +$1.39M | 0.52% | 34 |
|
|
2022
Q2 | $93.6M | Buy |
1,207,882
+26,874
| +2% | +$2.08M | 0.49% | 35 |
|
|
2022
Q1 | $100M | Buy |
1,181,008
+42,511
| +4% | +$3.6M | 0.47% | 41 |
|
|
2021
Q4 | $106M | Buy |
1,138,497
+30,114
| +3% | +$2.82M | 0.49% | 40 |
|
|
2021
Q3 | $87M | Buy |
1,108,383
+50,696
| +5% | +$3.98M | 0.44% | 44 |
|
|
2021
Q2 | $77.5M | Buy |
1,057,687
+84,849
| +9% | +$6.22M | 0.4% | 51 |
|
|
2021
Q1 | $73.6M | Buy |
972,838
+54,909
| +6% | +$4.15M | 0.43% | 46 |
|
|
2020
Q4 | $70.8M | Buy |
917,929
+697,608
| +317% | +$53.8M | 0.45% | 43 |
|
|
2020
Q3 | $61.2M | Buy |
220,321
+3,314
| +2% | +$920K | 0.46% | 44 |
|
|
2020
Q2 | $52.1M | Buy |
217,007
+4,019
| +2% | +$965K | 0.43% | 51 |
|
|
2020
Q1 | $51.4M | Sell |
212,988
-12,865
| -6% | -$3.1M | 0.51% | 38 |
|
|
2019
Q4 | $54.7M | Buy |
225,853
+14,225
| +7% | +$3.44M | 0.46% | 45 |
|
|
2019
Q3 | $49.3M | Sell |
211,628
-10,794
| -5% | -$2.51M | 0.47% | 40 |
|
|
2019
Q2 | $45.6M | Buy |
222,422
+9,735
| +5% | +$1.99M | 0.46% | 43 |
|
|
2019
Q1 | $41.1M | Buy |
212,687
+45,559
| +27% | +$8.81M | 0.46% | 48 |
|
|
2018
Q4 | $29.1M | Buy |
167,128
+10,934
| +7% | +$1.9M | 0.39% | 64 |
|
|
2018
Q3 | $26.2M | Buy |
156,194
+13,104
| +9% | +$2.2M | 0.34% | 82 |
|
|
2018
Q2 | $23.9M | Buy |
143,090
+21,746
| +18% | +$3.63M | 0.34% | 82 |
|
|
2018
Q1 | $19.8M | Buy |
121,344
+36,224
| +43% | +$5.92M | 0.31% | 84 |
|
|
2017
Q4 | $13.3M | Buy |
+85,120
| New | +$13.3M | 0.23% | 100 |
|