SAM
SignalPoint Asset Management’s NextEra Energy, Inc. NEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $287K | Sell |
3,998
-79
| -2% | -$5.66K | 0.07% | 202 |
|
|
2024
Q3 | $345K | Sell |
4,077
-31
| -0.8% | -$2.62K | 0.08% | 194 |
|
|
2024
Q2 | $291K | Buy |
4,108
+9
| +0.2% | +$637 | 0.08% | 203 |
|
|
2024
Q1 | $262K | Buy |
4,099
+11
| +0.3% | +$703 | 0.07% | 199 |
|
|
2023
Q4 | $248K | Buy |
4,088
+10
| +0.2% | +$607 | 0.07% | 194 |
|
|
2023
Q3 | $234K | Buy |
4,078
+9
| +0.2% | +$516 | 0.07% | 193 |
|
|
2023
Q2 | $302K | Sell |
4,069
-22
| -0.5% | -$1.63K | 0.09% | 174 |
|
|
2023
Q1 | $315K | Buy |
4,091
+15
| +0.4% | +$1.16K | 0.1% | 172 |
|
|
2022
Q4 | $341K | Buy |
4,076
+6
| +0.1% | +$502 | 0.12% | 158 |
|
|
2022
Q3 | $319K | Buy |
4,070
+157
| +4% | +$12.3K | 0.12% | 155 |
|
|
2022
Q2 | $303K | Buy |
3,913
+7
| +0.2% | +$542 | 0.11% | 168 |
|
|
2022
Q1 | $331K | Buy |
3,906
+7
| +0.2% | +$593 | 0.1% | 171 |
|
|
2021
Q4 | $364K | Sell |
3,899
-54
| -1% | -$5.04K | 0.11% | 164 |
|
|
2021
Q3 | $310K | Buy |
3,953
+5
| +0.1% | +$392 | 0.1% | 167 |
|
|
2021
Q2 | $289K | Sell |
3,948
-350
| -8% | -$25.6K | 0.09% | 178 |
|
|
2021
Q1 | $325K | Buy |
4,298
+681
| +19% | +$51.5K | 0.11% | 161 |
|
|
2020
Q4 | $279K | Buy |
3,617
+2,714
| +301% | +$209K | 0.11% | 164 |
|
|
2020
Q3 | $251K | Buy |
903
+1
| +0.1% | +$278 | 0.1% | 163 |
|
|
2020
Q2 | $217K | Buy |
902
+2
| +0.2% | +$481 | 0.1% | 168 |
|
|
2020
Q1 | $217K | Sell |
900
-200
| -18% | -$48.2K | 0.11% | 158 |
|
|
2019
Q4 | $266K | Sell |
1,100
-14
| -1% | -$3.39K | 0.11% | 165 |
|
|
2019
Q3 | $260K | Sell |
1,114
-286
| -20% | -$66.8K | 0.12% | 184 |
|
|
2019
Q2 | $286K | Hold |
1,400
| – | – | 0.14% | 174 |
|
|
2019
Q1 | $271K | Buy |
+1,400
| New | +$271K | 0.12% | 179 |
|
|
2018
Q4 | – | Sell |
-1,603
| Closed | -$268K | – | 214 |
|
|
2018
Q3 | $268K | Buy |
1,603
+300
| +23% | +$50.2K | 0.12% | 175 |
|
|
2018
Q2 | $218K | Hold |
1,303
| – | – | 0.1% | 191 |
|
|
2018
Q1 | $213K | Hold |
1,303
| – | – | 0.1% | 195 |
|
|
2017
Q4 | $204K | Buy |
+1,303
| New | +$204K | 0.1% | 194 |
|
|
2016
Q4 | – | Sell |
-1,644
| Closed | -$201K | – | 253 |
|
|
2016
Q3 | $201K | Sell |
1,644
-348
| -17% | -$42.5K | 0.05% | 230 |
|
|
2016
Q2 | $260K | Buy |
+1,992
| New | +$260K | 0.11% | 192 |
|