RFA
Reilly Financial Advisors’s NextEra Energy, Inc. NEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $21.3M | Sell |
227,943
-19,985
| -8% | -$1.87M | 1.58% | 16 |
|
|
2021
Q3 | $19.5M | Buy |
247,928
+1,560
| +0.6% | +$122K | 1.66% | 17 |
|
|
2021
Q2 | $18.1M | Sell |
246,368
-7,696
| -3% | -$564K | 1.46% | 21 |
|
|
2021
Q1 | $19.2M | Buy |
254,064
+2,770
| +1% | +$209K | 1.69% | 15 |
|
|
2020
Q4 | $19.4M | Buy |
251,294
+188,985
| +303% | +$14.6M | 1.82% | 11 |
|
|
2020
Q3 | $17.3M | Sell |
62,309
-6,010
| -9% | -$1.67M | 1.85% | 12 |
|
|
2020
Q2 | $16.4M | Buy |
68,319
+6,794
| +11% | +$1.63M | 1.94% | 9 |
|
|
2020
Q1 | $14.8M | Buy |
61,525
+476
| +0.8% | +$115K | 2.14% | 7 |
|
|
2019
Q4 | $14.8M | Sell |
61,049
-3,042
| -5% | -$737K | 1.68% | 12 |
|
|
2019
Q3 | $14.9M | Buy |
64,091
+1,653
| +3% | +$385K | 1.83% | 7 |
|
|
2019
Q2 | $12.8M | Sell |
62,438
-2,093
| -3% | -$429K | 1.6% | 15 |
|
|
2019
Q1 | $12.5M | Sell |
64,531
-687
| -1% | -$133K | 1.62% | 17 |
|
|
2018
Q4 | $11.3M | Sell |
65,218
-5,292
| -8% | -$920K | 1.65% | 13 |
|
|
2018
Q3 | $11.8M | Sell |
70,510
-1,050
| -1% | -$176K | 1.57% | 21 |
|
|
2018
Q2 | $12M | Sell |
71,560
-2,388
| -3% | -$399K | 1.69% | 15 |
|
|
2018
Q1 | $12.1M | Buy |
73,948
+1,643
| +2% | +$268K | 1.69% | 15 |
|
|
2017
Q4 | $11.3M | Sell |
72,305
-15,376
| -18% | -$2.4M | 1.6% | 18 |
|
|
2017
Q3 | $12.9M | Sell |
87,681
-449
| -0.5% | -$65.8K | 1.93% | 10 |
|
|
2017
Q2 | $12.4M | Sell |
88,130
-5,277
| -6% | -$739K | 1.89% | 10 |
|
|
2017
Q1 | $12M | Buy |
93,407
+1,931
| +2% | +$248K | 1.93% | 10 |
|
|
2016
Q4 | $10.9M | Sell |
91,476
-1,023
| -1% | -$122K | 1.89% | 9 |
|
|
2016
Q3 | $11.3M | Sell |
92,499
-238
| -0.3% | -$29.1K | 2.01% | 13 |
|
|
2016
Q2 | $12.1M | Sell |
92,737
-6,371
| -6% | -$831K | 2.22% | 8 |
|
|
2016
Q1 | $11.7M | Sell |
99,108
-135
| -0.1% | -$16K | 2.01% | 6 |
|
|
2015
Q4 | $10.3M | Buy |
99,243
+2,473
| +3% | +$257K | 1.82% | 12 |
|
|
2015
Q3 | $9.44M | Buy |
96,770
+1,154
| +1% | +$113K | 1.72% | 16 |
|
|
2015
Q2 | $9.37M | Buy |
95,616
+1,284
| +1% | +$126K | 1.62% | 23 |
|
|
2015
Q1 | $9.82M | Buy |
94,332
+763
| +0.8% | +$79.4K | 1.73% | 18 |
|
|
2014
Q4 | $9.95M | Sell |
93,569
-5,415
| -5% | -$576K | 2.38% | 11 |
|
|
2014
Q3 | $9.29M | Buy |
98,984
+2,101
| +2% | +$197K | 2.24% | 14 |
|
|
2014
Q2 | $9.83M | Sell |
96,883
-1,769
| -2% | -$179K | 2.33% | 8 |
|
|
2014
Q1 | $9.43M | Buy |
98,652
+1,552
| +2% | +$148K | 2.25% | 7 |
|
|
2013
Q4 | $8.31M | Buy |
97,100
+7,032
| +8% | +$602K | 2.04% | 18 |
|
|
2013
Q3 | $7.24M | Buy |
90,068
+1,829
| +2% | +$147K | 2.01% | 22 |
|
|
2013
Q2 | $7.09M | Buy |
+88,239
| New | +$7.09M | 2.1% | 17 |
|