Sun Life Financial’s NextEra Energy, Inc. NEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-1,182
| Closed | -$89K | – | 354 |
|
|
2021
Q1 | $89K | Buy |
1,182
+21
| +2% | +$1.58K | 0.01% | 149 |
|
|
2020
Q4 | $90K | Sell |
1,161
-11
| -0.9% | -$853 | 0.01% | 140 |
|
|
2020
Q3 | $81K | Buy |
1,172
+12
| +1% | +$829 | 0.01% | 143 |
|
|
2020
Q2 | $70K | Sell |
1,160
-8
| -0.7% | -$483 | 0.01% | 136 |
|
|
2020
Q1 | $70K | Buy |
1,168
+16
| +1% | +$959 | 0.02% | 124 |
|
|
2019
Q4 | $70K | Sell |
1,152
-440
| -28% | -$26.7K | 0.02% | 134 |
|
|
2019
Q3 | $93K | Buy |
1,592
+44
| +3% | +$2.57K | 0.02% | 242 |
|
|
2019
Q2 | $79K | Sell |
1,548
-1,716
| -53% | -$87.6K | 0.02% | 257 |
|
|
2019
Q1 | $158K | Sell |
3,264
-1,956
| -37% | -$94.7K | 0.03% | 220 |
|
|
2018
Q4 | $227K | Buy |
5,220
+48
| +0.9% | +$2.09K | 0.05% | 175 |
|
|
2018
Q3 | $217K | Buy |
5,172
+68
| +1% | +$2.85K | 0.04% | 221 |
|
|
2018
Q2 | $213K | Buy |
5,104
+3,704
| +265% | +$155K | 0.03% | 215 |
|
|
2018
Q1 | $2.14K | Sell |
1,400
-2,716
| -66% | -$4.16K | 0.02% | 212 |
|
|
2017
Q4 | $161K | Sell |
4,116
-9,648
| -70% | -$377K | 0.02% | 160 |
|
|
2017
Q3 | $504K | Buy |
13,764
+76
| +0.6% | +$2.78K | 0.05% | 138 |
|
|
2017
Q2 | $480K | Buy |
13,688
+13,560
| +10,594% | +$476K | 0.05% | 126 |
|
|
2017
Q1 | $253 | Buy |
128
+8
| +7% | +$16 | ﹤0.01% | 241 |
|
|
2016
Q4 | $251 | Buy |
+120
| New | +$251 | ﹤0.01% | 191 |
|