Unified Trust Company’s NextEra Energy, Inc. NEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $5.87M | Buy |
74,744
+161
| +0.2% | +$12.6K | 1.73% | 12 |
|
|
2021
Q2 | $5.47M | Buy |
74,583
+4,925
| +7% | +$361K | 1.62% | 15 |
|
|
2021
Q1 | $5.27M | Sell |
69,658
-270
| -0.4% | -$20.4K | 1.72% | 15 |
|
|
2020
Q4 | $5.79M | Buy |
69,928
+3,800
| +6% | +$315K | 3.36% | 7 |
|
|
2020
Q3 | $4.59M | Sell |
66,128
-1,324
| -2% | -$91.9K | 3.25% | 7 |
|
|
2020
Q2 | $4.05M | Sell |
67,452
-4,168
| -6% | -$250K | 3.05% | 8 |
|
|
2020
Q1 | $4.31M | Buy |
71,620
+456
| +0.6% | +$27.4K | 2.87% | 9 |
|
|
2019
Q4 | $4.31M | Buy |
71,164
+884
| +1% | +$53.5K | 2.68% | 12 |
|
|
2019
Q3 | $4.09M | Buy |
70,280
+5,608
| +9% | +$327K | 2.74% | 11 |
|
|
2019
Q2 | $3.31M | Buy |
64,672
+2,032
| +3% | +$104K | 2.31% | 23 |
|
|
2019
Q1 | $3.03M | Buy |
62,640
+472
| +0.8% | +$22.8K | 2.27% | 23 |
|
|
2018
Q4 | $2.7M | Buy |
+62,168
| New | +$2.7M | 2.46% | 20 |
|