TD Ameritrade Investment Management’s NextEra Energy, Inc. NEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-107
| Closed | -$8K | – | 315 |
|
|
2023
Q2 | $8K | Sell |
107
-26
| -20% | -$1.94K | ﹤0.01% | 367 |
|
|
2023
Q1 | $10K | Sell |
133
-14
| -10% | -$1.05K | ﹤0.01% | 375 |
|
|
2022
Q4 | $12K | Sell |
147
-7
| -5% | -$571 | ﹤0.01% | 370 |
|
|
2022
Q3 | $12K | Sell |
154
-96
| -38% | -$7.48K | ﹤0.01% | 370 |
|
|
2022
Q2 | $19K | Sell |
250
-229
| -48% | -$17.4K | ﹤0.01% | 385 |
|
|
2022
Q1 | $41K | Buy |
479
+14
| +3% | +$1.2K | ﹤0.01% | 371 |
|
|
2021
Q4 | $43K | Buy |
465
+442
| +1,922% | +$40.9K | ﹤0.01% | 364 |
|
|
2021
Q3 | $6K | Sell |
23
-100
| -81% | -$26.1K | ﹤0.01% | 509 |
|
|
2021
Q2 | $9K | Buy |
123
+30
| +32% | +$2.2K | ﹤0.01% | 474 |
|
|
2021
Q1 | $7K | Hold |
93
| – | – | ﹤0.01% | 505 |
|
|
2020
Q4 | $7K | Buy |
93
+1
| +1% | +$75 | ﹤0.01% | 505 |
|
|
2020
Q3 | $6K | Hold |
92
| – | – | ﹤0.01% | 509 |
|
|
2020
Q2 | $6K | Sell |
92
-48
| -34% | -$3.13K | ﹤0.01% | 489 |
|
|
2020
Q1 | $8K | Buy |
140
+44
| +46% | +$2.51K | ﹤0.01% | 445 |
|
|
2019
Q4 | $6K | Buy |
96
+28
| +41% | +$1.75K | ﹤0.01% | 505 |
|
|
2019
Q3 | $4K | Sell |
68
-4
| -6% | -$235 | ﹤0.01% | 554 |
|
|
2019
Q2 | $4K | Sell |
72
-8
| -10% | -$444 | ﹤0.01% | 517 |
|
|
2019
Q1 | $4K | Hold |
80
| – | – | ﹤0.01% | 471 |
|
|
2018
Q4 | $3K | Hold |
80
| – | – | ﹤0.01% | 506 |
|
|
2018
Q3 | $3K | Hold |
80
| – | – | ﹤0.01% | 459 |
|
|
2018
Q2 | $3K | Buy |
+80
| New | +$3K | ﹤0.01% | 309 |
|