Rowland Carmichael 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $1.14M | Buy |
14,828
+16
| +0.1% | +$1.23K | 0.36% | 64 |
|
|
2020
Q3 | $1.03M | Sell |
14,812
-96
| -0.6% | -$6.66K | 0.4% | 63 |
|
|
2020
Q2 | $895K | Buy |
14,908
+2,868
| +24% | +$172K | 0.38% | 63 |
|
|
2020
Q1 | $724K | Sell |
12,040
-112
| -0.9% | -$6.74K | 0.37% | 66 |
|
|
2019
Q4 | $736K | Buy |
12,152
+84
| +0.7% | +$5.09K | 0.25% | 113 |
|
|
2019
Q3 | $703K | Buy |
12,068
+1,268
| +12% | +$73.9K | 0.24% | 117 |
|
|
2019
Q2 | $553K | Hold |
10,800
| – | – | 0.19% | 136 |
|
|
2019
Q1 | $522K | Hold |
10,800
| – | – | 0.19% | 140 |
|
|
2018
Q4 | $469K | Hold |
10,800
| – | – | 0.21% | 124 |
|
|
2018
Q3 | $453K | Hold |
10,800
| – | – | 0.18% | 144 |
|
|
2018
Q2 | $451K | Hold |
10,800
| – | – | 0.19% | 142 |
|
|
2018
Q1 | $441K | Hold |
10,800
| – | – | 0.24% | 126 |
|
|
2017
Q4 | $422K | Sell |
10,800
-252
| -2% | -$9.85K | 0.22% | 137 |
|
|
2017
Q3 | $405K | Buy |
11,052
+252
| +2% | +$9.24K | 0.22% | 139 |
|
|
2017
Q2 | $378K | Hold |
10,800
| – | – | 0.22% | 143 |
|
|
2017
Q1 | $347K | Sell |
10,800
-9,400
| -47% | -$302K | 0.21% | 145 |
|
|
2016
Q4 | $603K | Sell |
20,200
-4
| -0% | -$119 | 0.36% | 86 |
|
|
2016
Q3 | $618K | Hold |
20,204
| – | – | 0.39% | 84 |
|
|
2016
Q2 | $659K | Buy |
20,204
+8,600
| +74% | +$281K | 0.42% | 87 |
|
|
2016
Q1 | $343K | Buy |
+11,604
| New | +$343K | 0.32% | 101 |
|