Symmetry Partners’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
Q3 | – | Sell |
-8,381
| Closed | -$593K | – | 362 |
|
|
2024
Q2 | $593K | Sell |
8,381
-857
| -9% | -$60.6K | 0.03% | 244 |
|
|
2024
Q1 | $590K | Hold |
9,238
| – | – | 0.05% | 269 |
|
|
2023
Q4 | $564K | Sell |
9,238
-3,547
| -28% | -$217K | 0.03% | 255 |
|
|
2023
Q3 | $732K | Sell |
12,785
-2,631
| -17% | -$151K | 0.04% | 226 |
|
|
2023
Q2 | $1.14M | Hold |
15,416
| – | – | 0.06% | 179 |
|
|
2023
Q1 | $1.19M | Hold |
15,416
| – | – | 0.07% | 158 |
|
|
2022
Q4 | $1.29M | Hold |
15,416
| – | – | 0.08% | 141 |
|
|
2022
Q3 | $1.21M | Hold |
15,416
| – | – | 0.08% | 136 |
|
|
2022
Q2 | $1.19M | Hold |
15,416
| – | – | 0.08% | 138 |
|
|
2022
Q1 | $1.31M | Hold |
15,416
| – | – | 0.08% | 152 |
|
|
2021
Q4 | $1.44M | Hold |
15,416
| – | – | 0.09% | 141 |
|
|
2021
Q3 | $1.23M | Hold |
15,416
| – | – | 0.08% | 173 |
|
|
2021
Q2 | $1.13M | Sell |
15,416
-2,056
| -12% | -$151K | 0.08% | 201 |
|
|
2021
Q1 | $1.32M | Sell |
17,472
-727
| -4% | -$55K | 0.09% | 149 |
|
|
2020
Q4 | $1.4M | Buy |
18,199
+39
| +0.2% | +$3.01K | 0.11% | 128 |
|
|
2020
Q3 | $1.26M | Buy |
18,160
+3,988
| +28% | +$277K | 0.11% | 123 |
|
|
2020
Q2 | $851K | Buy |
14,172
+9,308
| +191% | +$559K | 0.11% | 86 |
|
|
2020
Q1 | $293K | Buy |
+4,864
| New | +$293K | 0.07% | 214 |
|
|
2019
Q4 | – | Sell |
-3,952
| Closed | -$230K | – | 356 |
|
|
2019
Q3 | $230K | Hold |
3,952
| – | – | 0.05% | 301 |
|
|
2019
Q2 | $202K | Sell |
3,952
-18,880
| -83% | -$965K | 0.04% | 315 |
|
|
2019
Q1 | $1.1M | Buy |
+22,832
| New | +$1.1M | 0.19% | 72 |
|