Veritable’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
Q3 | – | Sell |
-90,752
| Closed | -$6.73M | – | 532 |
|
|
2023
Q2 | $6.73M | Buy |
90,752
+4,356
| +5% | +$323K | 0.1% | 98 |
|
|
2023
Q1 | $6.66M | Sell |
86,396
-1,774
| -2% | -$137K | 0.11% | 99 |
|
|
2022
Q4 | $7.37M | Sell |
88,170
-6,314
| -7% | -$528K | 0.13% | 82 |
|
|
2022
Q3 | $7.41M | Sell |
94,484
-34
| -0% | -$2.67K | 0.14% | 80 |
|
|
2022
Q2 | $7.32M | Buy |
94,518
+3,314
| +4% | +$257K | 0.13% | 88 |
|
|
2022
Q1 | $7.73M | Buy |
91,204
+1,591
| +2% | +$135K | 0.12% | 93 |
|
|
2021
Q4 | $8.37M | Buy |
89,613
+1,192
| +1% | +$111K | 0.12% | 87 |
|
|
2021
Q3 | $6.94M | Sell |
88,421
-2,483
| -3% | -$195K | 0.11% | 102 |
|
|
2021
Q2 | $6.66M | Buy |
90,904
+70
| +0.1% | +$5.13K | 0.11% | 97 |
|
|
2021
Q1 | $6.87M | Sell |
90,834
-356
| -0.4% | -$26.9K | 0.12% | 92 |
|
|
2020
Q4 | $7.04M | Sell |
91,190
-6,934
| -7% | -$535K | 0.13% | 86 |
|
|
2020
Q3 | $6.81M | Sell |
98,124
-1,424
| -1% | -$98.8K | 0.14% | 83 |
|
|
2020
Q2 | $5.98M | Sell |
99,548
-8,512
| -8% | -$511K | 0.13% | 87 |
|
|
2020
Q1 | $6.5M | Sell |
108,060
-980
| -0.9% | -$58.9K | 0.16% | 81 |
|
|
2019
Q4 | $6.6M | Buy |
109,040
+3,820
| +4% | +$231K | 0.12% | 102 |
|
|
2019
Q3 | $6.13M | Sell |
105,220
-3,492
| -3% | -$203K | 0.12% | 103 |
|
|
2019
Q2 | $5.57M | Sell |
108,712
-1,792
| -2% | -$91.8K | 0.11% | 109 |
|
|
2019
Q1 | $5.34M | Sell |
110,504
-1,496
| -1% | -$72.3K | 0.11% | 110 |
|
|
2018
Q4 | $4.87M | Buy |
112,000
+612
| +0.5% | +$26.6K | 0.11% | 112 |
|
|
2018
Q3 | $4.67M | Buy |
111,388
+1,564
| +1% | +$65.5K | 0.09% | 118 |
|
|
2018
Q2 | $4.59M | Sell |
109,824
-4,044
| -4% | -$169K | 0.1% | 118 |
|
|
2018
Q1 | $4.65M | Sell |
113,868
-4,780
| -4% | -$195K | 0.1% | 114 |
|
|
2017
Q4 | $4.63M | Sell |
118,648
-60,484
| -34% | -$2.36M | 0.09% | 116 |
|
|
2017
Q3 | $6.56M | Sell |
179,132
-7,932
| -4% | -$291K | 0.14% | 99 |
|
|
2017
Q2 | $6.55M | Buy |
187,064
+9,652
| +5% | +$338K | 0.15% | 98 |
|
|
2017
Q1 | $5.69M | Sell |
177,412
-528
| -0.3% | -$16.9K | 0.14% | 106 |
|
|
2016
Q4 | $5.31M | Buy |
177,940
+676
| +0.4% | +$20.2K | 0.13% | 108 |
|
|
2016
Q3 | $5.42M | Buy |
177,264
+10,892
| +7% | +$333K | 0.14% | 107 |
|
|
2016
Q2 | $5.42M | Buy |
166,372
+3,420
| +2% | +$111K | 0.14% | 102 |
|
|
2016
Q1 | $4.82M | Sell |
162,952
-8,748
| -5% | -$259K | 0.13% | 110 |
|
|
2015
Q4 | $4.46M | Buy |
171,700
+1,368
| +0.8% | +$35.5K | 0.12% | 116 |
|
|
2015
Q3 | $4.15M | Buy |
170,332
+3,496
| +2% | +$85.3K | 0.12% | 115 |
|
|
2015
Q2 | $4.09M | Sell |
166,836
-203,004
| -55% | -$4.98M | 0.11% | 128 |
|
|
2015
Q1 | $9.62M | Buy |
369,840
+193,456
| +110% | +$5.03M | 0.2% | 82 |
|
|
2014
Q4 | $4.69M | Sell |
176,384
-9,780
| -5% | -$260K | 0.1% | 161 |
|
|
2014
Q3 | $4.37M | Buy |
186,164
+4,972
| +3% | +$117K | 0.09% | 160 |
|
|
2014
Q2 | $4.64M | Sell |
181,192
-2,148
| -1% | -$55K | 0.1% | 152 |
|
|
2014
Q1 | $4.38M | Buy |
183,340
+2,616
| +1% | +$62.5K | 0.1% | 147 |
|
|
2013
Q4 | $3.87M | Sell |
180,724
-3,384
| -2% | -$72.4K | 0.08% | 159 |
|
|
2013
Q3 | $3.69M | Sell |
184,108
-1,512
| -0.8% | -$30.3K | 0.09% | 157 |
|
|
2013
Q2 | $3.78M | Buy |
+185,620
| New | +$3.78M | 0.09% | 153 |
|