Sterling Investment Advisors (Pennsylvania)’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 |
-644
| Closed | -$50K | – | 356 |
|
|
2022
Q2 | $50K | Hold |
644
| – | – | 0.02% | 224 |
|
|
2022
Q1 | $55K | Hold |
644
| – | – | 0.02% | 241 |
|
|
2021
Q4 | $60K | Hold |
644
| – | – | 0.02% | 237 |
|
|
2021
Q3 | $51K | Sell |
644
-26
| -4% | -$2.06K | 0.02% | 243 |
|
|
2021
Q2 | $49K | Buy |
670
+6
| +0.9% | +$439 | 0.01% | 256 |
|
|
2021
Q1 | $50K | Buy |
664
+20
| +3% | +$1.51K | 0.02% | 236 |
|
|
2020
Q4 | $50K | Hold |
644
| – | – | 0.02% | 223 |
|
|
2020
Q3 | $45K | Sell |
644
-200
| -24% | -$14K | 0.02% | 220 |
|
|
2020
Q2 | $50K | Hold |
844
| – | – | 0.02% | 212 |
|
|
2020
Q1 | $50K | Hold |
844
| – | – | 0.03% | 190 |
|
|
2019
Q4 | $51K | Sell |
844
-64
| -7% | -$3.87K | 0.02% | 204 |
|
|
2019
Q3 | $53K | Hold |
908
| – | – | 0.03% | 201 |
|
|
2019
Q2 | $47K | Hold |
908
| – | – | 0.02% | 211 |
|
|
2019
Q1 | $44K | Hold |
908
| – | – | 0.02% | 220 |
|
|
2018
Q4 | $39K | Sell |
908
-264
| -23% | -$11.3K | 0.02% | 221 |
|
|
2018
Q3 | $49K | Buy |
1,172
+264
| +29% | +$11K | 0.03% | 226 |
|
|
2018
Q2 | $37K | Buy |
908
+264
| +41% | +$10.8K | 0.02% | 234 |
|
|
2018
Q1 | $26K | Hold |
644
| – | – | 0.02% | 261 |
|
|
2017
Q4 | $25K | Hold |
644
| – | – | 0.02% | 245 |
|
|
2017
Q3 | $24K | Sell |
644
-140
| -18% | -$5.22K | 0.02% | 242 |
|
|
2017
Q2 | $27K | Buy |
784
+140
| +22% | +$4.82K | 0.02% | 231 |
|
|
2017
Q1 | $21K | Hold |
644
| – | – | 0.02% | 244 |
|
|
2016
Q4 | $19K | Buy |
+644
| New | +$19K | 0.02% | 222 |
|