SBSB
Sullivan, Bruyette, Speros & Blaney’s NextEra Energy, Inc. NEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | $1.17M | Buy |
15,533
+485
| +3% | +$36.7K | 0.05% | 103 |
|
|
2020
Q4 | $1.16M | Buy |
15,048
+11,453
| +319% | +$884K | 0.05% | 101 |
|
|
2020
Q3 | $998K | Buy |
3,595
+185
| +5% | +$51.4K | 0.06% | 98 |
|
|
2020
Q2 | $819K | Sell |
3,410
-425
| -11% | -$102K | 0.05% | 102 |
|
|
2020
Q1 | $923K | Buy |
3,835
+89
| +2% | +$21.4K | 0.06% | 84 |
|
|
2019
Q4 | $907K | Sell |
3,746
-115
| -3% | -$27.8K | 0.05% | 95 |
|
|
2019
Q3 | $899K | Buy |
3,861
+4
| +0.1% | +$931 | 0.05% | 93 |
|
|
2019
Q2 | $790K | Buy |
3,857
+323
| +9% | +$66.2K | 0.05% | 93 |
|
|
2019
Q1 | $683K | Buy |
3,534
+86
| +2% | +$16.6K | 0.04% | 97 |
|
|
2018
Q4 | $599K | Buy |
3,448
+99
| +3% | +$17.2K | 0.04% | 97 |
|
|
2018
Q3 | $561K | Buy |
3,349
+3
| +0.1% | +$503 | 0.05% | 87 |
|
|
2018
Q2 | $559K | Buy |
3,346
+3
| +0.1% | +$501 | 0.05% | 82 |
|
|
2018
Q1 | $546K | Sell |
3,343
-37
| -1% | -$6.04K | 0.05% | 80 |
|
|
2017
Q4 | $528K | Buy |
3,380
+135
| +4% | +$21.1K | 0.05% | 85 |
|
|
2017
Q3 | $476K | Buy |
3,245
+337
| +12% | +$49.4K | 0.05% | 91 |
|
|
2017
Q2 | $407K | Buy |
2,908
+138
| +5% | +$19.3K | 0.04% | 97 |
|
|
2017
Q1 | $356K | Sell |
2,770
-56
| -2% | -$7.2K | 0.04% | 102 |
|
|
2016
Q4 | $338K | Sell |
2,826
-23
| -0.8% | -$2.75K | 0.03% | 101 |
|
|
2016
Q3 | $349K | Buy |
2,849
+3
| +0.1% | +$367 | 0.04% | 95 |
|
|
2016
Q2 | $371K | Buy |
+2,846
| New | +$371K | 0.04% | 91 |
|