SWA
Sutton Wealth Advisors’s NextEra Energy, Inc. NEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $560K | Buy |
9,778
+22
| +0.2% | +$1.26K | 0.28% | 62 |
|
|
2023
Q2 | $724K | Buy |
9,756
+19
| +0.2% | +$1.41K | 0.35% | 53 |
|
|
2023
Q1 | $751K | Sell |
9,737
-6,134
| -39% | -$473K | 0.4% | 46 |
|
|
2022
Q4 | $1.33M | Buy |
15,871
+422
| +3% | +$35.3K | 0.51% | 35 |
|
|
2022
Q3 | $1.21M | Buy |
15,449
+77
| +0.5% | +$6.04K | 0.49% | 38 |
|
|
2022
Q2 | $1.19M | Buy |
15,372
+34
| +0.2% | +$2.63K | 0.47% | 40 |
|
|
2022
Q1 | $1.3M | Buy |
15,338
+8
| +0.1% | +$678 | 0.45% | 44 |
|
|
2021
Q4 | $1.43M | Buy |
15,330
+24
| +0.2% | +$2.24K | 0.48% | 39 |
|
|
2021
Q3 | $1.2M | Buy |
15,306
+10
| +0.1% | +$785 | 0.44% | 43 |
|
|
2021
Q2 | $1.12M | Hold |
15,296
| – | – | 0.41% | 43 |
|
|
2021
Q1 | $1.16M | Hold |
15,296
| – | – | 0.45% | 41 |
|
|
2020
Q4 | $1.18M | Buy |
15,296
+11,485
| +301% | +$886K | 0.5% | 39 |
|
|
2020
Q3 | $1.06M | Buy |
3,811
+5
| +0.1% | +$1.39K | 0.51% | 39 |
|
|
2020
Q2 | $914K | Buy |
3,806
+6
| +0.2% | +$1.44K | 0.48% | 42 |
|
|
2020
Q1 | $914K | Buy |
3,800
+15
| +0.4% | +$3.61K | 0.58% | 33 |
|
|
2019
Q4 | $917K | Hold |
3,785
| – | – | 0.47% | 41 |
|
|
2019
Q3 | $882K | Hold |
3,785
| – | – | 0.49% | 41 |
|
|
2019
Q2 | $775K | Buy |
3,785
+4
| +0.1% | +$819 | 0.45% | 45 |
|
|
2019
Q1 | $731K | Buy |
3,781
+8
| +0.2% | +$1.55K | 0.43% | 44 |
|
|
2018
Q4 | $656K | Buy |
3,773
+49
| +1% | +$8.52K | 0.42% | 44 |
|
|
2018
Q3 | $624K | Hold |
3,724
| – | – | 0.41% | 40 |
|
|
2018
Q2 | $622K | Hold |
3,724
| – | – | 0.43% | 37 |
|
|
2018
Q1 | $608K | Buy |
3,724
+300
| +9% | +$49K | 0.44% | 39 |
|
|
2017
Q4 | $535K | Hold |
3,424
| – | – | 0.39% | 46 |
|
|
2017
Q3 | $502K | Hold |
3,424
| – | – | 0.38% | 47 |
|
|
2017
Q2 | $480K | Buy |
3,424
+1,715
| +100% | +$240K | 0.38% | 50 |
|
|
2017
Q1 | $219K | Hold |
1,709
| – | – | 0.18% | 93 |
|
|
2016
Q4 | $204K | Sell |
1,709
-57
| -3% | -$6.81K | 0.18% | 95 |
|
|
2016
Q3 | $216K | Hold |
1,766
| – | – | 0.2% | 84 |
|
|
2016
Q2 | $230K | Hold |
1,766
| – | – | 0.22% | 79 |
|
|
2016
Q1 | $209K | Buy |
+1,766
| New | +$209K | 0.2% | 85 |
|