Regal Investment Advisors’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
Q4 | – | Sell |
-6,352
| Closed | -$537K | – | 497 |
|
|
2024
Q3 | $537K | Buy |
6,352
+2,849
| +81% | +$241K | 0.04% | 340 |
|
|
2024
Q2 | $248K | Buy |
3,503
+346
| +11% | +$24.5K | 0.02% | 499 |
|
|
2024
Q1 | $202K | Buy |
+3,157
| New | +$202K | 0.01% | 553 |
|
|
2023
Q3 | – | Sell |
-3,267
| Closed | -$242K | – | 520 |
|
|
2023
Q2 | $242K | Sell |
3,267
-295
| -8% | -$21.9K | 0.02% | 439 |
|
|
2023
Q1 | $275K | Buy |
3,562
+55
| +2% | +$4.24K | 0.02% | 419 |
|
|
2022
Q4 | $293K | Buy |
3,507
+31
| +0.9% | +$2.59K | 0.03% | 382 |
|
|
2022
Q3 | $273K | Buy |
3,476
+20
| +0.6% | +$1.57K | 0.03% | 382 |
|
|
2022
Q2 | $268K | Buy |
3,456
+439
| +15% | +$34K | 0.03% | 395 |
|
|
2022
Q1 | $255K | Sell |
3,017
-433
| -13% | -$36.6K | 0.02% | 447 |
|
|
2021
Q4 | $322K | Buy |
3,450
+140
| +4% | +$13.1K | 0.03% | 412 |
|
|
2021
Q3 | $260K | Buy |
3,310
+35
| +1% | +$2.75K | 0.03% | 454 |
|
|
2021
Q2 | $240K | Buy |
+3,275
| New | +$240K | 0.02% | 467 |
|
|
2021
Q1 | – | Sell |
-7,328
| Closed | -$565K | – | 282 |
|
|
2020
Q4 | $565K | Buy |
+7,328
| New | +$565K | 0.06% | 265 |
|
|
2020
Q3 | – | Sell |
-6,256
| Closed | -$376K | – | 174 |
|
|
2020
Q2 | $376K | Buy |
+6,256
| New | +$376K | 0.07% | 207 |
|
|
2020
Q1 | – | Sell |
-6,156
| Closed | -$373K | – | 206 |
|
|
2019
Q4 | $373K | Buy |
6,156
+2,000
| +48% | +$121K | 0.07% | 226 |
|
|
2019
Q3 | $242K | Buy |
+4,156
| New | +$242K | 0.05% | 272 |
|
|
2015
Q4 | – | Sell |
-3,472
| Closed | -$84K | – | 663 |
|
|
2015
Q3 | $84K | Sell |
3,472
-608
| -15% | -$14.7K | 0.02% | 373 |
|
|
2015
Q2 | $99K | Buy |
4,080
+200
| +5% | +$4.85K | 0.03% | 337 |
|
|
2015
Q1 | $101K | Buy |
+3,880
| New | +$101K | 0.03% | 337 |
|
|
2014
Q4 | – | Sell |
-600
| Closed | -$14K | – | 974 |
|
|
2014
Q3 | $14K | Hold |
600
| – | – | ﹤0.01% | 622 |
|
|
2014
Q2 | $15K | Hold |
600
| – | – | 0.01% | 597 |
|
|
2014
Q1 | $14K | Hold |
600
| – | – | 0.01% | 586 |
|
|
2013
Q4 | $13K | Sell |
600
-20
| -3% | -$433 | 0.01% | 543 |
|
|
2013
Q3 | $12K | Sell |
620
-44
| -7% | -$852 | 0.01% | 570 |
|
|
2013
Q2 | $14K | Buy |
+664
| New | +$14K | 0.01% | 526 |
|