Sonora Investment Management’s NextEra Energy, Inc. NEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $432K | Buy |
5,505
+153
| +3% | +$12K | 0.05% | 141 |
|
|
2021
Q2 | $392K | Buy |
5,352
+2,493
| +87% | +$183K | 0.05% | 144 |
|
|
2021
Q1 | $216K | Sell |
2,859
-3,955
| -58% | -$299K | 0.02% | 283 |
|
|
2020
Q4 | $526K | Buy |
6,814
+1,626
| +31% | +$126K | 0.04% | 207 |
|
|
2020
Q3 | $360K | Buy |
5,188
+132
| +3% | +$9.16K | 0.03% | 217 |
|
|
2020
Q2 | $303K | Buy |
5,056
+188
| +4% | +$11.3K | 0.03% | 212 |
|
|
2020
Q1 | $293K | Buy |
4,868
+200
| +4% | +$12K | 0.03% | 204 |
|
|
2019
Q4 | $283K | Buy |
4,668
+64
| +1% | +$3.88K | 0.03% | 227 |
|
|
2019
Q3 | $268K | Sell |
4,604
-1,044
| -18% | -$60.8K | 0.03% | 227 |
|
|
2019
Q2 | $289K | Buy |
5,648
+1,456
| +35% | +$74.5K | 0.03% | 223 |
|
|
2019
Q1 | $203K | Buy |
4,192
+112
| +3% | +$5.42K | 0.02% | 232 |
|
|
2018
Q4 | $177K | Hold |
4,080
| – | – | 0.03% | 227 |
|
|
2018
Q3 | $171K | Hold |
4,080
| – | – | 0.02% | 222 |
|
|
2018
Q2 | $170K | Sell |
4,080
-172
| -4% | -$7.17K | 0.03% | 217 |
|
|
2018
Q1 | $174K | Buy |
4,252
+172
| +4% | +$7.02K | 0.03% | 209 |
|
|
2017
Q4 | $159K | Hold |
4,080
| – | – | 0.03% | 213 |
|
|
2017
Q3 | $149K | Hold |
4,080
| – | – | 0.03% | 212 |
|
|
2017
Q2 | $143K | Hold |
4,080
| – | – | 0.03% | 210 |
|
|
2017
Q1 | $131K | Hold |
4,080
| – | – | 0.03% | 214 |
|
|
2016
Q4 | $122K | Hold |
4,080
| – | – | 0.03% | 203 |
|
|
2016
Q3 | $125K | Hold |
4,080
| – | – | 0.03% | 199 |
|
|
2016
Q2 | $133K | Sell |
4,080
-2,500
| -38% | -$81.5K | 0.03% | 170 |
|
|
2016
Q1 | $188K | Buy |
6,580
+32
| +0.5% | +$916 | 0.05% | 160 |
|
|
2015
Q4 | $170K | Sell |
6,548
-848
| -11% | -$22K | 0.04% | 136 |
|
|
2015
Q3 | $175K | Buy |
+7,396
| New | +$175K | 0.05% | 126 |
|