PAG
Pinnacle Advisory Group’s NextEra Energy, Inc. NEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | $1.21M | Buy |
16,017
+11,633
| +265% | +$880K | 0.06% | 107 |
|
|
2020
Q4 | $338K | Buy |
4,384
+3,288
| +300% | +$254K | 0.02% | 151 |
|
|
2020
Q3 | $304K | Hold |
1,096
| – | – | 0.02% | 142 |
|
|
2020
Q2 | $263K | Sell |
1,096
-9
| -0.8% | -$2.16K | 0.02% | 151 |
|
|
2020
Q1 | $266K | Buy |
1,105
+9
| +0.8% | +$2.17K | 0.03% | 136 |
|
|
2019
Q4 | $265K | Sell |
1,096
-2,774
| -72% | -$671K | 0.02% | 147 |
|
|
2019
Q3 | $902K | Buy |
3,870
+8
| +0.2% | +$1.87K | 0.06% | 89 |
|
|
2019
Q2 | $791K | Sell |
3,862
-402
| -9% | -$82.3K | 0.05% | 99 |
|
|
2019
Q1 | $824K | Buy |
4,264
+200
| +5% | +$38.6K | 0.06% | 90 |
|
|
2018
Q4 | $706K | Hold |
4,064
| – | – | 0.05% | 92 |
|
|
2018
Q3 | $681K | Buy |
4,064
+723
| +22% | +$121K | 0.05% | 94 |
|
|
2018
Q2 | $558K | Sell |
3,341
-635
| -16% | -$106K | 0.03% | 99 |
|
|
2018
Q1 | $649K | Sell |
3,976
-13
| -0.3% | -$2.12K | 0.04% | 106 |
|
|
2017
Q4 | $623K | Hold |
3,989
| – | – | 0.04% | 117 |
|
|
2017
Q3 | $585K | Sell |
3,989
-4
| -0.1% | -$587 | 0.04% | 109 |
|
|
2017
Q2 | $560K | Hold |
3,993
| – | – | 0.04% | 108 |
|
|
2017
Q1 | $513K | Sell |
3,993
-145
| -4% | -$18.6K | 0.03% | 113 |
|
|
2016
Q4 | $494K | Sell |
4,138
-10
| -0.2% | -$1.19K | 0.03% | 107 |
|
|
2016
Q3 | $510K | Hold |
4,148
| – | – | 0.04% | 68 |
|
|
2016
Q2 | $540K | Hold |
4,148
| – | – | 0.04% | 63 |
|
|
2016
Q1 | $490K | Buy |
4,148
+418
| +11% | +$49.4K | 0.05% | 60 |
|
|
2015
Q4 | $387K | Buy |
3,730
+600
| +19% | +$62.3K | 0.03% | 66 |
|
|
2015
Q3 | $305K | Hold |
3,130
| – | – | 0.03% | 75 |
|
|
2015
Q2 | $306K | Hold |
3,130
| – | – | 0.03% | 73 |
|
|
2015
Q1 | $325K | Hold |
3,130
| – | – | 0.03% | 104 |
|
|
2014
Q4 | $332K | Sell |
3,130
-135
| -4% | -$14.3K | 0.03% | 99 |
|
|
2014
Q3 | $306K | Hold |
3,265
| – | – | 0.04% | 89 |
|
|
2014
Q2 | $334K | Buy |
+3,265
| New | +$334K | 0.04% | 86 |
|