Spearhead Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-3,018
| Closed | -$234K | – | 138 |
|
|
2022
Q2 | $234K | Sell |
3,018
-146
| -5% | -$11.3K | 0.03% | 153 |
|
|
2022
Q1 | $268K | Sell |
3,164
-88
| -3% | -$7.45K | 0.03% | 154 |
|
|
2021
Q4 | $304K | Sell |
3,252
-69
| -2% | -$6.45K | 0.04% | 145 |
|
|
2021
Q3 | $261K | Sell |
3,321
-350
| -10% | -$27.5K | 0.03% | 167 |
|
|
2021
Q2 | $269K | Buy |
3,671
+5
| +0.1% | +$366 | 0.04% | 184 |
|
|
2021
Q1 | $277K | Buy |
3,666
+242
| +7% | +$18.3K | 0.04% | 172 |
|
|
2020
Q4 | $264K | Buy |
3,424
+184
| +6% | +$14.2K | 0.04% | 150 |
|
|
2020
Q3 | $225K | Sell |
3,240
-392
| -11% | -$27.2K | 0.04% | 170 |
|
|
2020
Q2 | $218K | Buy |
+3,632
| New | +$218K | 0.05% | 148 |
|
|
2020
Q1 | – | Sell |
-4,220
| Closed | -$255K | – | 126 |
|
|
2019
Q4 | $255K | Buy |
+4,220
| New | +$255K | 0.06% | 83 |
|