Simplicity Solutions’s NextEra Energy, Inc. NEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $2.57M | Buy |
42,326
+533
| +1% | +$32.4K | 0.07% | 249 |
|
|
2023
Q3 | $2.39M | Sell |
41,793
-4,249
| -9% | -$243K | 0.08% | 236 |
|
|
2023
Q2 | $3.42M | Sell |
46,042
-4,992
| -10% | -$370K | 0.09% | 204 |
|
|
2023
Q1 | $3.93M | Buy |
51,034
+26,920
| +112% | +$2.08M | 0.1% | 186 |
|
|
2022
Q4 | $2.02M | Buy |
24,114
+1,375
| +6% | +$115K | 0.27% | 79 |
|
|
2022
Q3 | $1.78M | Buy |
22,739
+7,707
| +51% | +$604K | 0.26% | 80 |
|
|
2022
Q2 | $1.16M | Buy |
15,032
+2,505
| +20% | +$194K | 0.15% | 160 |
|
|
2022
Q1 | $1.06M | Sell |
12,527
-14,525
| -54% | -$1.23M | 0.13% | 172 |
|
|
2021
Q4 | $2.53M | Buy |
27,052
+15,512
| +134% | +$1.45M | 0.28% | 84 |
|
|
2021
Q3 | $906K | Buy |
11,540
+1,330
| +13% | +$104K | 0.14% | 162 |
|
|
2021
Q2 | $748K | Buy |
10,210
+1,455
| +17% | +$107K | 0.15% | 152 |
|
|
2021
Q1 | $662K | Sell |
8,755
-120,769
| -93% | -$9.13M | 0.15% | 158 |
|
|
2020
Q4 | $9.99M | Buy |
129,524
+28,412
| +28% | +$2.19M | 0.15% | 145 |
|
|
2020
Q3 | $7.02M | Sell |
101,112
-2,416
| -2% | -$168K | 0.13% | 148 |
|
|
2020
Q2 | $6.22M | Buy |
103,528
+41,136
| +66% | +$2.47M | 0.12% | 157 |
|
|
2020
Q1 | $3.75M | Sell |
62,392
-856
| -1% | -$51.5K | 0.12% | 154 |
|
|
2019
Q4 | $3.83M | Buy |
63,248
+36,792
| +139% | +$2.23M | 0.12% | 150 |
|
|
2019
Q3 | $1.54M | Buy |
26,456
+13,444
| +103% | +$783K | 0.06% | 220 |
|
|
2019
Q2 | $666K | Sell |
13,012
-27,468
| -68% | -$1.41M | 0.03% | 320 |
|
|
2019
Q1 | $1.96M | Buy |
40,480
+5,480
| +16% | +$265K | 0.12% | 162 |
|
|
2018
Q4 | $1.52M | Buy |
+35,000
| New | +$1.52M | 0.2% | 125 |
|
|
2016
Q1 | – | Sell |
-80,680
| Closed | -$2.1M | – | 397 |
|
|
2015
Q4 | $2.1M | Buy |
+80,680
| New | +$2.1M | 0.25% | 107 |
|