TA
Tiedemann Advisors’s NextEra Energy, Inc. NEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-12,608
| Closed | -$1.05M | – | 260 |
|
|
2022
Q4 | $1.05M | Buy |
12,608
+87
| +0.7% | +$7.27K | 0.05% | 115 |
|
|
2022
Q3 | $982K | Buy |
12,521
+53
| +0.4% | +$4.16K | 0.06% | 113 |
|
|
2022
Q2 | $966K | Sell |
12,468
-178
| -1% | -$13.8K | 0.07% | 117 |
|
|
2022
Q1 | $1.07M | Sell |
12,646
-3,086
| -20% | -$262K | 0.05% | 141 |
|
|
2021
Q4 | $1.47M | Buy |
15,732
+5
| +0% | +$467 | 0.07% | 110 |
|
|
2021
Q3 | $1.24M | Sell |
15,727
-307
| -2% | -$24.1K | 0.07% | 119 |
|
|
2021
Q2 | $1.18M | Sell |
16,034
-431
| -3% | -$31.6K | 0.05% | 157 |
|
|
2021
Q1 | $1.25M | Sell |
16,465
-4,716
| -22% | -$357K | 0.05% | 142 |
|
|
2020
Q4 | $1.64M | Sell |
21,181
-20,776
| -50% | -$1.6M | 0.08% | 113 |
|
|
2020
Q3 | $11.6M | Sell |
41,957
-10,029
| -19% | -$2.78M | 0.56% | 31 |
|
|
2020
Q2 | $12.5M | Buy |
51,986
+1,513
| +3% | +$363K | 0.66% | 28 |
|
|
2020
Q1 | $12.1M | Sell |
50,473
-46,267
| -48% | -$11.1M | 0.79% | 26 |
|
|
2019
Q4 | $23.4M | Sell |
96,740
-7,455
| -7% | -$1.81M | 1.12% | 22 |
|
|
2019
Q3 | $24.3M | Buy |
104,195
+7,653
| +8% | +$1.78M | 1.17% | 21 |
|
|
2019
Q2 | $19.8M | Sell |
96,542
-6,533
| -6% | -$1.34M | 0.99% | 24 |
|
|
2019
Q1 | $19.9M | Buy |
103,075
+4,684
| +5% | +$906K | 0.94% | 24 |
|
|
2018
Q4 | $17.1M | Buy |
98,391
+3,760
| +4% | +$654K | 0.87% | 28 |
|
|
2018
Q3 | $15.9M | Buy |
94,631
+25,240
| +36% | +$4.23M | 0.94% | 26 |
|
|
2018
Q2 | $11.6M | Buy |
69,391
+23,881
| +52% | +$3.99M | 0.74% | 33 |
|
|
2018
Q1 | $7.43M | Sell |
45,510
-6,283
| -12% | -$1.03M | 0.51% | 38 |
|
|
2017
Q4 | $8.09M | Buy |
51,793
+14,065
| +37% | +$2.2M | 0.62% | 36 |
|
|
2017
Q3 | $5.49M | Sell |
37,728
-2,645
| -7% | -$385K | 0.49% | 41 |
|
|
2017
Q2 | $5.66M | Buy |
40,373
+1,903
| +5% | +$267K | 0.41% | 45 |
|
|
2017
Q1 | $4.94M | Buy |
38,470
+2,713
| +8% | +$348K | 0.41% | 49 |
|
|
2016
Q4 | $4.27M | Buy |
35,757
+30,300
| +555% | +$3.62M | 0.43% | 51 |
|
|
2016
Q3 | $680K | Buy |
+5,457
| New | +$680K | 0.14% | 81 |
|
|
2016
Q2 | – | Sell |
-1,700
| Closed | -$201K | – | 57 |
|
|
2016
Q1 | $201K | Buy |
+1,700
| New | +$201K | 0.16% | 59 |
|