Telemus Capital’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
Q4 | $2.74M | Sell |
45,086
-377
| -0.8% | -$22.9K | 0.23% | 90 |
|
|
2023
Q3 | $2.6M | Sell |
45,463
-5,013
| -10% | -$287K | 0.24% | 91 |
|
|
2023
Q2 | $3.75M | Sell |
50,476
-608
| -1% | -$45.1K | 0.32% | 77 |
|
|
2023
Q1 | $3.94M | Sell |
51,084
-2,094
| -4% | -$161K | 0.35% | 74 |
|
|
2022
Q4 | $4.45M | Sell |
53,178
-3,402
| -6% | -$285K | 0.41% | 68 |
|
|
2022
Q3 | $4.44M | Buy |
56,580
+3,348
| +6% | +$262K | 0.46% | 61 |
|
|
2022
Q2 | $4.12M | Sell |
53,232
-3,203
| -6% | -$248K | 0.4% | 69 |
|
|
2022
Q1 | $4.78M | Sell |
56,435
-8,872
| -14% | -$752K | 0.42% | 62 |
|
|
2021
Q4 | $6.1M | Sell |
65,307
-1,235
| -2% | -$115K | 0.49% | 53 |
|
|
2021
Q3 | $5.23M | Sell |
66,542
-736
| -1% | -$57.8K | 0.44% | 58 |
|
|
2021
Q2 | $4.93M | Sell |
67,278
-12,386
| -16% | -$908K | 0.36% | 69 |
|
|
2021
Q1 | $6.12M | Sell |
79,664
-2,817
| -3% | -$216K | 0.42% | 55 |
|
|
2020
Q4 | $6.36M | Sell |
82,481
-911
| -1% | -$70.3K | 0.47% | 50 |
|
|
2020
Q3 | $6.37M | Sell |
83,392
-3,172
| -4% | -$242K | 0.47% | 48 |
|
|
2020
Q2 | $5.62M | Sell |
86,564
-1,764
| -2% | -$114K | 0.44% | 50 |
|
|
2020
Q1 | $5.64M | Buy |
88,328
+7,916
| +10% | +$506K | 0.46% | 50 |
|
|
2019
Q4 | $4.87M | Buy |
80,412
+1,984
| +3% | +$120K | 0.38% | 66 |
|
|
2019
Q3 | $4.57M | Buy |
78,428
+1,728
| +2% | +$101K | 0.37% | 60 |
|
|
2019
Q2 | $3.99M | Sell |
76,700
-11,424
| -13% | -$594K | 0.35% | 67 |
|
|
2019
Q1 | $4.26M | Sell |
88,124
-2,204
| -2% | -$107K | 0.32% | 70 |
|
|
2018
Q4 | $3.93M | Buy |
90,328
+876
| +1% | +$38.1K | 0.32% | 73 |
|
|
2018
Q3 | $3.75M | Buy |
89,452
+236
| +0.3% | +$9.89K | 0.28% | 74 |
|
|
2018
Q2 | $3.73M | Buy |
89,216
+9,492
| +12% | +$396K | 0.29% | 74 |
|
|
2018
Q1 | $3.26M | Sell |
79,724
-7,008
| -8% | -$286K | 0.26% | 81 |
|
|
2017
Q4 | $3.39M | Buy |
+86,732
| New | +$3.39M | 0.26% | 75 |
|
|
2017
Q3 | – | Sell |
-14,988
| Closed | -$525K | – | 345 |
|
|
2017
Q2 | $525K | Hold |
14,988
| – | – | 0.05% | 216 |
|
|
2017
Q1 | $481K | Buy |
+14,988
| New | +$481K | 0.05% | 222 |
|
|
2016
Q4 | – | Sell |
-15,988
| Closed | -$489K | – | 333 |
|
|
2016
Q3 | $489K | Sell |
15,988
-128
| -0.8% | -$3.92K | 0.05% | 221 |
|
|
2016
Q2 | $525K | Buy |
+16,116
| New | +$525K | 0.07% | 203 |
|