SBL
Sargent Bickham Lagudis’s NextEra Energy, Inc. NEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $6.49M | Sell |
77,655
-2,137
| -3% | -$179K | 0.53% | 42 |
|
|
2022
Q3 | $6.26M | Sell |
79,792
-2,700
| -3% | -$212K | 0.56% | 39 |
|
|
2022
Q2 | $6.39M | Buy |
82,492
+183
| +0.2% | +$14.2K | 0.55% | 38 |
|
|
2022
Q1 | $6.97M | Sell |
82,309
-10,440
| -11% | -$884K | 0.54% | 40 |
|
|
2021
Q4 | $8.66M | Sell |
92,749
-1,235
| -1% | -$115K | 0.65% | 33 |
|
|
2021
Q3 | $7.38M | Buy |
93,984
+3,064
| +3% | +$241K | 0.6% | 36 |
|
|
2021
Q2 | $6.66M | Buy |
90,920
+701
| +0.8% | +$51.4K | 0.54% | 44 |
|
|
2021
Q1 | $6.82M | Buy |
90,219
+1,045
| +1% | +$79K | 0.6% | 38 |
|
|
2020
Q4 | $6.88M | Buy |
89,174
+66,508
| +293% | +$5.13M | 0.64% | 33 |
|
|
2020
Q3 | $6.29M | Sell |
22,666
-573
| -2% | -$159K | 0.63% | 35 |
|
|
2020
Q2 | $5.58M | Sell |
23,239
-238
| -1% | -$57.2K | 0.6% | 37 |
|
|
2020
Q1 | $5.65M | Buy |
23,477
+3,382
| +17% | +$814K | 0.73% | 26 |
|
|
2019
Q4 | $4.87M | Sell |
20,095
-503
| -2% | -$122K | 0.54% | 37 |
|
|
2019
Q3 | $4.8M | Sell |
20,598
-1,636
| -7% | -$381K | 0.58% | 36 |
|
|
2019
Q2 | $4.56M | Sell |
22,234
-242
| -1% | -$49.6K | 0.54% | 41 |
|
|
2019
Q1 | $4.35M | Sell |
22,476
-393
| -2% | -$76K | 0.5% | 48 |
|
|
2018
Q4 | $3.98M | Buy |
22,869
+290
| +1% | +$50.4K | 0.51% | 47 |
|
|
2018
Q3 | $3.78M | Buy |
22,579
+80
| +0.4% | +$13.4K | 0.45% | 55 |
|
|
2018
Q2 | $3.76M | Sell |
22,499
-920
| -4% | -$154K | 0.47% | 53 |
|
|
2018
Q1 | $3.83M | Sell |
23,419
-576
| -2% | -$94.1K | 0.48% | 52 |
|
|
2017
Q4 | $3.75M | Buy |
23,995
+104
| +0.4% | +$16.2K | 0.45% | 61 |
|
|
2017
Q3 | $3.5M | Sell |
23,891
-452
| -2% | -$66.2K | 0.44% | 62 |
|
|
2017
Q2 | $3.41M | Sell |
24,343
-562
| -2% | -$78.7K | 0.43% | 60 |
|
|
2017
Q1 | $3.2M | Buy |
24,905
+124
| +0.5% | +$15.9K | 0.41% | 66 |
|
|
2016
Q4 | $2.96M | Buy |
24,781
+24,591
| +12,943% | +$2.94M | 0.46% | 61 |
|
|
2016
Q3 | $3.31K | Sell |
190
-27,796
| -99% | -$484K | 0.5% | 61 |
|
|
2016
Q2 | $3.65M | Sell |
27,986
-2,684
| -9% | -$350K | 0.57% | 51 |
|
|
2016
Q1 | $3.63M | Buy |
+30,670
| New | +$3.63M | 0.58% | 53 |
|