Prio Wealth Limited Partnership’s NextEra Energy, Inc. NEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $1.39M | Buy |
16,391
+70
| +0.4% | +$5.92K | 0.04% | 132 |
|
|
2024
Q2 | $1.16M | Sell |
16,321
-10,293
| -39% | -$729K | 0.03% | 142 |
|
|
2024
Q1 | $1.7M | Buy |
26,614
+10,110
| +61% | +$646K | 0.05% | 129 |
|
|
2023
Q4 | $1M | Sell |
16,504
-1,702
| -9% | -$103K | 0.03% | 143 |
|
|
2023
Q3 | $1.04M | Buy |
18,206
+403
| +2% | +$23.1K | 0.04% | 137 |
|
|
2023
Q2 | $1.32M | Sell |
17,803
-199
| -1% | -$14.8K | 0.05% | 129 |
|
|
2023
Q1 | $1.39M | Sell |
18,002
-20
| -0.1% | -$1.54K | 0.05% | 126 |
|
|
2022
Q4 | $1.51M | Buy |
18,022
+3
| +0% | +$251 | 0.06% | 122 |
|
|
2022
Q3 | $1.41M | Sell |
18,019
-6,497
| -27% | -$509K | 0.06% | 120 |
|
|
2022
Q2 | $1.9M | Sell |
24,516
-459
| -2% | -$35.6K | 0.08% | 117 |
|
|
2022
Q1 | $2.12M | Buy |
24,975
+338
| +1% | +$28.6K | 0.07% | 116 |
|
|
2021
Q4 | $2.3M | Sell |
24,637
-1,027
| -4% | -$95.9K | 0.07% | 113 |
|
|
2021
Q3 | $2.02M | Sell |
25,664
-140
| -0.5% | -$11K | 0.07% | 115 |
|
|
2021
Q2 | $1.89M | Buy |
25,804
+270
| +1% | +$19.8K | 0.06% | 118 |
|
|
2021
Q1 | $1.93M | Sell |
25,534
-1,470
| -5% | -$111K | 0.07% | 115 |
|
|
2020
Q4 | $2.08M | Buy |
27,004
+620
| +2% | +$47.8K | 0.08% | 107 |
|
|
2020
Q3 | $1.83M | Buy |
26,384
+52
| +0.2% | +$3.61K | 0.08% | 107 |
|
|
2020
Q2 | $1.58M | Sell |
26,332
-800
| -3% | -$48K | 0.07% | 110 |
|
|
2020
Q1 | $1.63M | Sell |
27,132
-1,708
| -6% | -$103K | 0.09% | 109 |
|
|
2019
Q4 | $1.75M | Buy |
28,840
+1,444
| +5% | +$87.4K | 0.07% | 117 |
|
|
2019
Q3 | $1.6M | Hold |
27,396
| – | – | 0.07% | 119 |
|
|
2019
Q2 | $1.4M | Sell |
27,396
-3,456
| -11% | -$177K | 0.06% | 126 |
|
|
2019
Q1 | $1.49M | Sell |
30,852
-4,280
| -12% | -$207K | 0.07% | 124 |
|
|
2018
Q4 | $1.53M | Buy |
35,132
+112
| +0.3% | +$4.87K | 0.08% | 118 |
|
|
2018
Q3 | $1.47M | Buy |
35,020
+2,248
| +7% | +$94.2K | 0.07% | 131 |
|
|
2018
Q2 | $1.37M | Sell |
32,772
-792
| -2% | -$33.1K | 0.07% | 129 |
|
|
2018
Q1 | $1.37M | Sell |
33,564
-600
| -2% | -$24.5K | 0.07% | 129 |
|
|
2017
Q4 | $1.33M | Sell |
34,164
-272
| -0.8% | -$10.6K | 0.06% | 133 |
|
|
2017
Q3 | $1.26M | Hold |
34,436
| – | – | 0.06% | 132 |
|
|
2017
Q2 | $1.21M | Hold |
34,436
| – | – | 0.06% | 132 |
|
|
2017
Q1 | $1.11M | Sell |
34,436
-85,368
| -71% | -$2.74M | 0.06% | 136 |
|
|
2016
Q4 | $3.58M | Sell |
119,804
-84
| -0.1% | -$2.51K | 0.19% | 93 |
|
|
2016
Q3 | $3.67M | Sell |
119,888
-256
| -0.2% | -$7.83K | 0.2% | 92 |
|
|
2016
Q2 | $3.92M | Hold |
120,144
| – | – | 0.21% | 88 |
|
|
2016
Q1 | $3.55M | Sell |
120,144
-1,616
| -1% | -$47.8K | 0.19% | 90 |
|
|
2015
Q4 | $3.16M | Sell |
121,760
-164
| -0.1% | -$4.26K | 0.17% | 96 |
|
|
2015
Q3 | $2.97M | Sell |
121,924
-1,032
| -0.8% | -$25.2K | 0.17% | 101 |
|
|
2015
Q2 | $3.01M | Sell |
122,956
-8,000
| -6% | -$196K | 0.16% | 105 |
|
|
2015
Q1 | $3.41M | Sell |
130,956
-300
| -0.2% | -$7.8K | 0.17% | 100 |
|
|
2014
Q4 | $3.49M | Sell |
131,256
-44
| -0% | -$1.17K | 0.17% | 99 |
|
|
2014
Q3 | $3.08M | Hold |
131,300
| – | – | 0.16% | 101 |
|
|
2014
Q2 | $3.36M | Buy |
131,300
+44
| +0% | +$1.13K | 0.17% | 99 |
|
|
2014
Q1 | $3.14M | Sell |
131,256
-224
| -0.2% | -$5.35K | 0.16% | 105 |
|
|
2013
Q4 | $2.81M | Sell |
131,480
-800
| -0.6% | -$17.1K | 0.14% | 112 |
|
|
2013
Q3 | $2.65M | Sell |
132,280
-3,000
| -2% | -$60.1K | 0.15% | 111 |
|
|
2013
Q2 | $2.76M | Buy |
+135,280
| New | +$2.76M | 0.17% | 108 |
|