Summit Financial Group’s NextEra Energy, Inc. NEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $670K | Sell |
10,480
-300
| -3% | -$19.2K | 0.24% | 105 |
|
|
2023
Q4 | $655K | Sell |
10,780
-284
| -3% | -$17.3K | 0.25% | 105 |
|
|
2023
Q3 | $634K | Hold |
11,064
| – | – | 0.27% | 98 |
|
|
2023
Q2 | $821K | Hold |
11,064
| – | – | 0.32% | 88 |
|
|
2023
Q1 | $853K | Hold |
11,064
| – | – | 0.32% | 86 |
|
|
2022
Q4 | $925K | Hold |
11,064
| – | – | 0.37% | 84 |
|
|
2022
Q3 | $868K | Hold |
11,064
| – | – | 0.36% | 82 |
|
|
2022
Q2 | $857K | Hold |
11,064
| – | – | 0.33% | 85 |
|
|
2022
Q1 | $937K | Sell |
11,064
-5,000
| -31% | -$423K | 0.32% | 87 |
|
|
2021
Q4 | $1.5M | Buy |
16,064
+4,800
| +43% | +$448K | 0.49% | 59 |
|
|
2021
Q3 | $884K | Hold |
11,264
| – | – | 0.32% | 82 |
|
|
2021
Q2 | $825K | Hold |
11,264
| – | – | 0.31% | 84 |
|
|
2021
Q1 | $852K | Hold |
11,264
| – | – | 0.35% | 75 |
|
|
2020
Q4 | $869K | Hold |
11,264
| – | – | 0.38% | 68 |
|
|
2020
Q3 | $782K | Sell |
11,264
-200
| -2% | -$13.9K | 0.39% | 70 |
|
|
2020
Q2 | $688K | Hold |
11,464
| – | – | 0.36% | 70 |
|
|
2020
Q1 | $690K | Hold |
11,464
| – | – | 0.41% | 63 |
|
|
2019
Q4 | $694K | Hold |
11,464
| – | – | 0.33% | 71 |
|
|
2019
Q3 | $668K | Hold |
11,464
| – | – | 0.34% | 75 |
|
|
2019
Q2 | $587K | Hold |
11,464
| – | – | 0.27% | 90 |
|
|
2019
Q1 | $554K | Hold |
11,464
| – | – | 0.43% | 68 |
|
|
2018
Q4 | $498K | Hold |
11,464
| – | – | 0.42% | 68 |
|
|
2018
Q3 | $480K | Hold |
11,464
| – | – | 0.36% | 73 |
|
|
2018
Q2 | $479K | Hold |
11,464
| – | – | 0.37% | 71 |
|
|
2018
Q1 | $468K | Buy |
11,464
+3,700
| +48% | +$151K | 0.37% | 74 |
|
|
2017
Q4 | $303K | Sell |
7,764
-516
| -6% | -$20.1K | 0.25% | 92 |
|
|
2017
Q3 | $303K | Sell |
8,280
-616
| -7% | -$22.5K | 0.25% | 90 |
|
|
2017
Q2 | $312K | Buy |
+8,896
| New | +$312K | 0.27% | 87 |
|