Vident Investment Advisory’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 |
-36,346
| Closed | -$2.7M | – | 667 |
|
2023
Q2 | $2.7M | Sell |
36,346
-3,780
| -9% | -$281K | 0.09% | 241 |
|
2023
Q1 | $3.09M | Sell |
40,126
-33,137
| -45% | -$2.55M | 0.1% | 218 |
|
2022
Q4 | $6.12M | Buy |
73,263
+45,822
| +167% | +$3.83M | 0.23% | 137 |
|
2022
Q3 | $1.67M | Buy |
27,441
+359
| +1% | +$21.9K | 0.05% | 425 |
|
2022
Q2 | $2.1M | Sell |
27,082
-2,910
| -10% | -$225K | 0.06% | 377 |
|
2022
Q1 | $2.54M | Buy |
29,992
+14,334
| +92% | +$1.21M | 0.07% | 350 |
|
2021
Q4 | $1.46M | Sell |
15,658
-481
| -3% | -$44.9K | 0.04% | 580 |
|
2021
Q3 | $1.27M | Buy |
16,139
+1,951
| +14% | +$153K | 0.04% | 595 |
|
2021
Q2 | $1.04M | Buy |
14,188
+2,178
| +18% | +$160K | 0.03% | 643 |
|
2021
Q1 | $908K | Sell |
12,010
-3,990
| -25% | -$302K | 0.03% | 638 |
|
2020
Q4 | $1.23M | Sell |
16,000
-432
| -3% | -$33.3K | 0.05% | 479 |
|
2020
Q3 | $1.14M | Sell |
16,432
-1,084
| -6% | -$75.3K | 0.06% | 454 |
|
2020
Q2 | $1.05M | Sell |
17,516
-15,696
| -47% | -$943K | 0.06% | 458 |
|
2020
Q1 | $2M | Buy |
33,212
+3,020
| +10% | +$182K | 0.13% | 171 |
|
2019
Q4 | $1.83M | Sell |
30,192
-1,088
| -3% | -$65.9K | 0.11% | 275 |
|
2019
Q3 | $1.82M | Buy |
31,280
+136
| +0.4% | +$7.92K | 0.16% | 91 |
|
2019
Q2 | $1.6M | Sell |
31,144
-956
| -3% | -$49K | 0.13% | 109 |
|
2019
Q1 | $1.55M | Sell |
32,100
-11,128
| -26% | -$538K | 0.08% | 337 |
|
2018
Q4 | $1.88M | Buy |
43,228
+3,316
| +8% | +$144K | 0.11% | 268 |
|
2018
Q3 | $1.67M | Sell |
39,912
-404
| -1% | -$16.9K | 0.07% | 362 |
|
2018
Q2 | $1.68M | Buy |
40,316
+2,644
| +7% | +$110K | 0.07% | 343 |
|
2018
Q1 | $1.53M | Buy |
37,672
+5,448
| +17% | +$221K | 0.06% | 338 |
|
2017
Q4 | $1.26M | Buy |
32,224
+4,376
| +16% | +$171K | 0.06% | 341 |
|
2017
Q3 | $1.02M | Buy |
+27,848
| New | +$1.02M | 0.06% | 366 |
|
2015
Q4 | – | Sell |
-188
| Closed | -$5K | – | 682 |
|
2015
Q3 | $5K | Sell |
188
-972
| -84% | -$25.9K | ﹤0.01% | 860 |
|
2015
Q2 | $28K | Buy |
+1,160
| New | +$28K | ﹤0.01% | 920 |
|