PPSG
Princeton Portfolio Strategies Group’s NextEra Energy, Inc. NEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $8.1M | Buy |
110,565
+8,052
| +8% | +$590K | 1.57% | 26 |
|
|
2021
Q1 | $7.75M | Buy |
102,513
+13,708
| +15% | +$1.04M | 1.5% | 25 |
|
|
2020
Q4 | $6.85M | Buy |
88,805
+66,335
| +295% | +$5.12M | 1.35% | 26 |
|
|
2020
Q3 | $6.24M | Sell |
22,470
-566
| -2% | -$157K | 1.36% | 27 |
|
|
2020
Q2 | $5.53M | Sell |
23,036
-222
| -1% | -$53.3K | 1.32% | 27 |
|
|
2020
Q1 | $5.6M | Sell |
23,258
-438
| -2% | -$105K | 1.62% | 22 |
|
|
2019
Q4 | $5.74M | Sell |
23,696
-25
| -0.1% | -$6.05K | 1.35% | 26 |
|
|
2019
Q3 | $5.53M | Sell |
23,721
-557
| -2% | -$130K | 1.38% | 27 |
|
|
2019
Q2 | $4.97M | Buy |
24,278
+67
| +0.3% | +$13.7K | 1.26% | 28 |
|
|
2019
Q1 | $4.68M | Sell |
24,211
-768
| -3% | -$148K | 1.25% | 27 |
|
|
2018
Q4 | $4.34M | Sell |
24,979
-2,680
| -10% | -$466K | 1.35% | 24 |
|
|
2018
Q3 | $4.64M | Buy |
27,659
+2,063
| +8% | +$346K | 1.2% | 26 |
|
|
2018
Q2 | $4.28M | Sell |
25,596
-1,650
| -6% | -$276K | 1.24% | 29 |
|
|
2018
Q1 | $4.45M | Sell |
27,246
-1,174
| -4% | -$192K | 1.26% | 26 |
|
|
2017
Q4 | $4.44M | Sell |
28,420
-1,977
| -7% | -$309K | 1.21% | 27 |
|
|
2017
Q3 | $4.46M | Sell |
30,397
-21,602
| -42% | -$3.17M | 1.21% | 28 |
|
|
2017
Q2 | $5.15M | Buy |
51,999
+21,933
| +73% | +$2.17M | 1.47% | 23 |
|
|
2017
Q1 | $3.86M | Buy |
30,066
+2,986
| +11% | +$383K | 1.15% | 30 |
|
|
2016
Q4 | $3.24M | Buy |
27,080
+375
| +1% | +$44.8K | 1.02% | 34 |
|
|
2016
Q3 | $3.27M | Sell |
26,705
-1,542
| -5% | -$189K | 1.03% | 35 |
|
|
2016
Q2 | $3.68M | Buy |
28,247
+317
| +1% | +$41.3K | 1.19% | 32 |
|
|
2016
Q1 | $3.31M | Buy |
27,930
+1,790
| +7% | +$212K | 1.12% | 34 |
|
|
2015
Q4 | $2.72M | Buy |
26,140
+2,275
| +10% | +$236K | 0.96% | 38 |
|
|
2015
Q3 | $2.33M | Buy |
23,865
+749
| +3% | +$73.1K | 0.95% | 37 |
|
|
2015
Q2 | $2.27M | Buy |
23,116
+3,542
| +18% | +$347K | 0.8% | 47 |
|
|
2015
Q1 | $2.04M | Sell |
19,574
-400
| -2% | -$41.6K | 0.79% | 52 |
|
|
2014
Q4 | $2.12M | Hold |
19,974
| – | – | 0.84% | 48 |
|
|
2014
Q3 | $1.88M | Hold |
19,974
| – | – | 0.79% | 51 |
|
|
2014
Q2 | $2.05M | Buy |
19,974
+17,067
| +587% | +$1.75M | 0.88% | 45 |
|
|
2014
Q1 | $278K | Buy |
2,907
+100
| +4% | +$9.56K | 0.18% | 99 |
|
|
2013
Q4 | $240K | Buy |
+2,807
| New | +$240K | 0.16% | 104 |
|