Ropes Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $5.29M | Sell |
92,376
-40,856
| -31% | -$2.34M | 1.03% | 23 |
|
|
2023
Q2 | $9.89M | Buy |
133,232
+7,335
| +6% | +$544K | 1.64% | 11 |
|
|
2023
Q1 | $9.7M | Buy |
125,897
+10,823
| +9% | +$834K | 1.76% | 9 |
|
|
2022
Q4 | $9.62M | Sell |
115,074
-40
| -0% | -$3.34K | 1.73% | 10 |
|
|
2022
Q3 | $9.03M | Sell |
115,114
-1,264
| -1% | -$99.1K | 1.9% | 11 |
|
|
2022
Q2 | $9.02M | Buy |
116,378
+7,765
| +7% | +$602K | 1.85% | 11 |
|
|
2022
Q1 | $9.2M | Buy |
108,613
+29,078
| +37% | +$2.46M | 1.58% | 12 |
|
|
2021
Q4 | $7.43M | Sell |
79,535
-22,762
| -22% | -$2.12M | 1.31% | 15 |
|
|
2021
Q3 | $8.03M | Buy |
102,297
+6,991
| +7% | +$549K | 1.29% | 14 |
|
|
2021
Q2 | $6.98M | Sell |
95,306
-4
| -0% | -$293 | 1.1% | 15 |
|
|
2021
Q1 | $7.06M | Buy |
95,310
+395
| +0.4% | +$29.3K | 1.24% | 15 |
|
|
2020
Q4 | $7.32M | Sell |
94,915
-3,685
| -4% | -$284K | 1.14% | 13 |
|
|
2020
Q3 | $6.84M | Sell |
98,600
-9,588
| -9% | -$665K | 1.33% | 10 |
|
|
2020
Q2 | $6.5M | Sell |
108,188
-4,312
| -4% | -$259K | 1.33% | 10 |
|
|
2020
Q1 | $6.77M | Sell |
112,500
-2,516
| -2% | -$151K | 1.71% | 8 |
|
|
2019
Q4 | $6.96M | Sell |
115,016
-2,468
| -2% | -$149K | 1.5% | 12 |
|
|
2019
Q3 | $6.84M | Buy |
117,484
+3,152
| +3% | +$184K | 1.45% | 12 |
|
|
2019
Q2 | $5.86M | Buy |
114,332
+2,248
| +2% | +$115K | 1.24% | 14 |
|
|
2019
Q1 | $5.42M | Sell |
112,084
-5,064
| -4% | -$245K | 1.43% | 17 |
|
|
2018
Q4 | $5.09M | Sell |
117,148
-2,788
| -2% | -$121K | 1.47% | 16 |
|
|
2018
Q3 | $5.03M | Sell |
119,936
-5,212
| -4% | -$218K | 1.24% | 20 |
|
|
2018
Q2 | $5.23M | Buy |
125,148
+1,328
| +1% | +$55.5K | 1.41% | 17 |
|
|
2018
Q1 | $5.06M | Sell |
123,820
-196
| -0.2% | -$8K | 1.38% | 18 |
|
|
2017
Q4 | $4.84M | Sell |
124,016
-10,036
| -7% | -$392K | 1.27% | 17 |
|
|
2017
Q3 | $4.91M | Sell |
134,052
-1,532
| -1% | -$56.1K | 1.33% | 17 |
|
|
2017
Q2 | $4.75M | Sell |
135,584
-12,768
| -9% | -$447K | 1.34% | 17 |
|
|
2017
Q1 | $4.76M | Sell |
148,352
-1,852
| -1% | -$59.4K | 1.38% | 16 |
|
|
2016
Q4 | $4.49M | Buy |
150,204
+1,308
| +0.9% | +$39.1K | 1.41% | 16 |
|
|
2016
Q3 | $4.55M | Buy |
148,896
+1,752
| +1% | +$53.6K | 1.54% | 16 |
|
|
2016
Q2 | $4.8M | Sell |
147,144
-2,604
| -2% | -$84.9K | 1.67% | 14 |
|
|
2016
Q1 | $4.43M | Buy |
149,748
+772
| +0.5% | +$22.8K | 1.96% | 12 |
|
|
2015
Q4 | $3.87M | Sell |
148,976
-7,332
| -5% | -$190K | 1.7% | 14 |
|
|
2015
Q3 | $3.81M | Buy |
156,308
+31,472
| +25% | +$768K | 2% | 13 |
|
|
2015
Q2 | $3.06M | Sell |
124,836
-2,872
| -2% | -$70.4K | 1.66% | 16 |
|
|
2015
Q1 | $3.32M | Buy |
+127,708
| New | +$3.32M | 1.72% | 15 |
|