Transamerica Financial Advisors’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 |
-1
| Closed | -$1K | – | 640 |
|
|
2024
Q2 | $1K | Hold |
1
| – | – | ﹤0.01% | 490 |
|
|
2024
Q1 | $1K | Hold |
1
| – | – | ﹤0.01% | 535 |
|
|
2023
Q4 | $1K | Sell |
1
-162
| -99% | -$162K | ﹤0.01% | 529 |
|
|
2023
Q3 | $10K | Hold |
163
| – | – | ﹤0.01% | 330 |
|
|
2023
Q2 | $13K | Hold |
163
| – | – | ﹤0.01% | 305 |
|
|
2023
Q1 | $13K | Buy |
163
+162
| +16,200% | +$12.9K | ﹤0.01% | 316 |
|
|
2022
Q4 | $1K | Hold |
1
| – | – | ﹤0.01% | 579 |
|
|
2022
Q3 | $1K | Sell |
1
-19
| -95% | -$19K | ﹤0.01% | 545 |
|
|
2022
Q2 | $2K | Buy |
+20
| New | +$2K | ﹤0.01% | 392 |
|
|
2020
Q3 | – | Sell |
-4
| Closed | -$1K | – | 383 |
|
|
2020
Q2 | $1K | Buy |
+4
| New | +$1K | ﹤0.01% | 448 |
|
|
2019
Q3 | – | Sell |
-12
| Closed | -$1K | – | 385 |
|
|
2019
Q2 | $1K | Buy |
+12
| New | +$1K | ﹤0.01% | 498 |
|
|
2019
Q1 | – | Sell |
-1,060
| Closed | -$47K | – | 345 |
|
|
2018
Q4 | $47K | Sell |
1,060
-328
| -24% | -$14.5K | 0.01% | 211 |
|
|
2018
Q3 | $59K | Sell |
1,388
-88
| -6% | -$3.74K | 0.01% | 222 |
|
|
2018
Q2 | $62K | Sell |
1,476
-17,064
| -92% | -$717K | 0.01% | 220 |
|
|
2018
Q1 | $757K | Sell |
18,540
-876
| -5% | -$35.8K | 0.11% | 153 |
|
|
2017
Q4 | $759K | Buy |
19,416
+12
| +0.1% | +$469 | 0.1% | 161 |
|
|
2017
Q3 | $711K | Sell |
19,404
-500
| -3% | -$18.3K | 0.09% | 162 |
|
|
2017
Q2 | $698K | Buy |
+19,904
| New | +$698K | 0.09% | 145 |
|
|
2016
Q2 | – | Sell |
-10,000
| Closed | -$296K | – | 593 |
|
|
2016
Q1 | $296K | Hold |
10,000
| – | – | 0.03% | 273 |
|
|
2015
Q4 | $260K | Hold |
10,000
| – | – | 0.02% | 287 |
|
|
2015
Q3 | $244K | Hold |
10,000
| – | – | 0.02% | 266 |
|
|
2015
Q2 | $246K | Sell |
10,000
-2,400
| -19% | -$59K | 0.02% | 310 |
|
|
2015
Q1 | $323K | Hold |
12,400
| – | – | 0.02% | 283 |
|
|
2014
Q4 | $330K | Hold |
12,400
| – | – | 0.03% | 241 |
|
|
2014
Q3 | $292K | Hold |
12,400
| – | – | 0.03% | 222 |
|
|
2014
Q2 | $318K | Hold |
12,400
| – | – | 0.03% | 229 |
|
|
2014
Q1 | $297K | Buy |
12,400
+10,000
| +417% | +$240K | 0.03% | 212 |
|
|
2013
Q4 | $52K | Buy |
+2,400
| New | +$52K | 0.01% | 341 |
|