Rikoon Group’s NextEra Energy, Inc. NEE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q1 | $2.71M | Buy |
35,872
+23
| +0.1% | +$1.74K | 0.72% | 34 |
|
2020
Q4 | $2.77M | Buy |
35,849
+169
| +0.5% | +$13K | 0.77% | 33 |
|
2020
Q3 | $2.48M | Sell |
35,680
-5,928
| -14% | -$411K | 0.77% | 33 |
|
2020
Q2 | $2.5M | Buy |
41,608
+1,508
| +4% | +$90.5K | 0.83% | 30 |
|
2020
Q1 | $2.41M | Buy |
40,100
+312
| +0.8% | +$18.8K | 1% | 26 |
|
2019
Q4 | $2.41M | Buy |
39,788
+2,748
| +7% | +$166K | 0.83% | 34 |
|
2019
Q3 | $2.16M | Buy |
37,040
+2,908
| +9% | +$169K | 0.8% | 34 |
|
2019
Q2 | $1.75M | Sell |
34,132
-368
| -1% | -$18.8K | 0.65% | 41 |
|
2019
Q1 | $1.67M | Buy |
34,500
+8
| +0% | +$387 | 0.62% | 42 |
|
2018
Q4 | $1.5M | Buy |
34,492
+12
| +0% | +$522 | 0.62% | 40 |
|
2018
Q3 | $1.44M | Buy |
34,480
+8
| +0% | +$335 | 0.51% | 48 |
|
2018
Q2 | $1.44M | Sell |
34,472
-144
| -0.4% | -$6.01K | 0.55% | 46 |
|
2018
Q1 | $1.41M | Buy |
34,616
+1,072
| +3% | +$43.5K | 0.57% | 44 |
|
2017
Q4 | $1.31M | Buy |
33,544
+8,064
| +32% | +$315K | 0.54% | 53 |
|
2017
Q3 | $934K | Hold |
25,480
| – | – | 0.4% | 73 |
|
2017
Q2 | $892K | Buy |
25,480
+600
| +2% | +$21K | 0.4% | 68 |
|
2017
Q1 | $831K | Hold |
24,880
| – | – | 0.37% | 77 |
|
2016
Q4 | $780K | Buy |
+24,880
| New | +$780K | 0.34% | 82 |
|