USCA RIA’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
Q2 | $2.23M | Sell |
30,467
-3,900
| -11% | -$286K | 0.14% | 202 |
|
|
2021
Q1 | $2.6M | Sell |
34,367
-7,469
| -18% | -$565K | 0.17% | 170 |
|
|
2020
Q4 | $3.23M | Buy |
41,836
+4,156
| +11% | +$321K | 0.23% | 96 |
|
|
2020
Q3 | $2.62M | Buy |
37,680
+20,024
| +113% | +$1.39M | 0.21% | 108 |
|
|
2020
Q2 | $1.06M | Buy |
17,656
+10,804
| +158% | +$649K | 0.09% | 201 |
|
|
2020
Q1 | $412K | Sell |
6,852
-10,488
| -60% | -$631K | 0.05% | 279 |
|
|
2019
Q4 | $1.05M | Buy |
17,340
+1,792
| +12% | +$109K | 0.09% | 240 |
|
|
2019
Q3 | $906K | Buy |
15,548
+5,292
| +52% | +$308K | 0.09% | 245 |
|
|
2019
Q2 | $525K | Sell |
10,256
-56,156
| -85% | -$2.87M | 0.05% | 290 |
|
|
2019
Q1 | $3.21M | Sell |
66,412
-5,416
| -8% | -$262K | 0.35% | 99 |
|
|
2018
Q4 | $3.12M | Sell |
71,828
-2,812
| -4% | -$122K | 0.42% | 74 |
|
|
2018
Q3 | $3.13M | Buy |
74,640
+928
| +1% | +$38.9K | 0.32% | 97 |
|
|
2018
Q2 | $3.08M | Sell |
73,712
-580
| -0.8% | -$24.2K | 0.33% | 86 |
|
|
2018
Q1 | $3.03M | Buy |
74,292
+3,628
| +5% | +$148K | 0.33% | 88 |
|
|
2017
Q4 | $2.76M | Buy |
70,664
+21,640
| +44% | +$845K | 0.3% | 101 |
|
|
2017
Q3 | $1.72M | Hold |
49,024
| – | – | 0.22% | 134 |
|
|
2017
Q2 | $1.72M | Sell |
49,024
-26,360
| -35% | -$923K | 0.22% | 135 |
|
|
2017
Q1 | $2.42M | Buy |
75,384
+65,132
| +635% | +$2.09M | 0.35% | 77 |
|
|
2016
Q4 | $306K | Sell |
10,252
-51,668
| -83% | -$1.54M | 0.05% | 322 |
|
|
2016
Q3 | $1.89M | Buy |
61,920
+7,016
| +13% | +$214K | 0.31% | 95 |
|
|
2016
Q2 | $1.79M | Buy |
54,904
+47,896
| +683% | +$1.56M | 0.3% | 97 |
|
|
2016
Q1 | $207K | Sell |
7,008
-8,452
| -55% | -$250K | 0.04% | 324 |
|
|
2015
Q4 | $401K | Buy |
15,460
+1,500
| +11% | +$38.9K | 0.09% | 231 |
|
|
2015
Q3 | $340K | Sell |
13,960
-40,928
| -75% | -$997K | 0.09% | 232 |
|
|
2015
Q2 | $1.35M | Buy |
54,888
+44,512
| +429% | +$1.09M | 0.36% | 73 |
|
|
2015
Q1 | $270K | Buy |
10,376
+1,252
| +14% | +$32.6K | 0.07% | 269 |
|
|
2014
Q4 | $242K | Sell |
9,124
-564
| -6% | -$15K | 0.07% | 279 |
|
|
2014
Q3 | $227K | Buy |
9,688
+1,276
| +15% | +$29.9K | 0.07% | 280 |
|
|
2014
Q2 | $216K | Buy |
+8,412
| New | +$216K | 0.07% | 264 |
|