SMG
Spectrum Management Group’s NextEra Energy, Inc. NEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $178K | Hold |
2,266
| – | – | 0.04% | 105 |
|
|
2022
Q2 | $176K | Hold |
2,266
| – | – | 0.04% | 105 |
|
|
2022
Q1 | $192K | Sell |
2,266
-90,697
| -98% | -$7.68M | 0.03% | 116 |
|
|
2021
Q4 | $8.68M | Buy |
92,963
+1,350
| +1% | +$126K | 1.25% | 21 |
|
|
2021
Q3 | $7.19M | Buy |
91,613
+11,813
| +15% | +$927K | 1.13% | 26 |
|
|
2021
Q2 | $5.85M | Buy |
79,800
+6,969
| +10% | +$511K | 1.03% | 28 |
|
|
2021
Q1 | $5.51M | Sell |
72,831
-11,722
| -14% | -$886K | 1.1% | 28 |
|
|
2020
Q4 | $6.52M | Buy |
84,553
+68,814
| +437% | +$5.31M | 1.36% | 17 |
|
|
2020
Q3 | $4.37M | Buy |
15,739
+344
| +2% | +$95.5K | 1.02% | 27 |
|
|
2020
Q2 | $3.7M | Sell |
15,395
-2,049
| -12% | -$492K | 0.94% | 31 |
|
|
2020
Q1 | $4.2M | Sell |
17,444
-5,920
| -25% | -$1.42M | 1.41% | 16 |
|
|
2019
Q4 | $5.66M | Buy |
23,364
+125
| +0.5% | +$30.3K | 2.33% | 10 |
|
|
2019
Q3 | $5.41M | Buy |
23,239
+1,060
| +5% | +$247K | 1.84% | 9 |
|
|
2019
Q2 | $4.54M | Buy |
22,179
+725
| +3% | +$149K | 1.26% | 15 |
|
|
2019
Q1 | $4.15M | Buy |
21,454
+905
| +4% | +$175K | 1.24% | 13 |
|
|
2018
Q4 | $3.57M | Buy |
20,549
+6,849
| +50% | +$1.19M | 1.25% | 14 |
|
|
2018
Q3 | $2.3M | Buy |
13,700
+3,315
| +32% | +$556K | 0.73% | 32 |
|
|
2018
Q2 | $1.74M | Buy |
10,385
+4,810
| +86% | +$804K | 0.6% | 37 |
|
|
2018
Q1 | $911K | Buy |
5,575
+80
| +1% | +$13.1K | 0.33% | 50 |
|
|
2017
Q4 | $858K | Sell |
5,495
-500
| -8% | -$78.1K | 0.3% | 55 |
|
|
2017
Q3 | $879K | Buy |
5,995
+1,100
| +22% | +$161K | 0.29% | 63 |
|
|
2017
Q2 | $686K | Sell |
4,895
-110
| -2% | -$15.4K | 0.26% | 57 |
|
|
2017
Q1 | $642K | Sell |
5,005
-560
| -10% | -$71.8K | 0.24% | 62 |
|
|
2016
Q4 | $665K | Buy |
5,565
+525
| +10% | +$62.7K | 0.24% | 59 |
|
|
2016
Q3 | $616K | Buy |
5,040
+465
| +10% | +$56.8K | 0.25% | 54 |
|
|
2016
Q2 | $597K | Buy |
4,575
+3,920
| +598% | +$512K | 0.25% | 62 |
|
|
2016
Q1 | $78K | Buy |
+655
| New | +$78K | 0.03% | 117 |
|