Sullivan, Bruyette, Speros & Blaney’s NextEra Energy NEE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q1
$1.17M Buy
2020
Q4
$1.16M Buy
2020
Q3
$998K Buy
2020
Q2
$819K Sell
2020
Q1
$923K Buy
2019
Q4
$907K Sell
2019
Q3
$899K Buy
2019
Q2
$790K Buy
2019
Q1
$683K Buy
2018
Q4
$599K Buy
2018
Q3
$561K Buy
2018
Q2
$559K Buy
2018
Q1
$546K Sell
2017
Q4
$528K Buy
2017
Q3
$476K Buy
2017
Q2
$407K Buy
2017
Q1
$356K Sell
2016
Q4
$338K Sell
2016
Q3
$349K Buy
2016
Q2
$371K Buy