Vigilant Capital Management’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
Q2 | $661K | Buy |
8,913
+1,500
| +20% | +$111K | 0.05% | 75 |
|
|
2023
Q1 | $571K | Buy |
7,413
+109
| +1% | +$8.4K | 0.05% | 81 |
|
|
2022
Q4 | $611K | Sell |
7,304
-3,656
| -33% | -$306K | 0.05% | 80 |
|
|
2022
Q3 | $859K | Buy |
10,960
+1,383
| +14% | +$108K | 0.08% | 60 |
|
|
2022
Q2 | $742K | Sell |
9,577
-1,190
| -11% | -$92.2K | 0.06% | 68 |
|
|
2022
Q1 | $912K | Buy |
10,767
+714
| +7% | +$60.5K | 0.07% | 66 |
|
|
2021
Q4 | $939K | Sell |
10,053
-44
| -0.4% | -$4.11K | 0.07% | 71 |
|
|
2021
Q3 | $793K | Buy |
10,097
+146
| +1% | +$11.5K | 0.06% | 66 |
|
|
2021
Q2 | $729K | Buy |
9,951
+802
| +9% | +$58.8K | 0.06% | 71 |
|
|
2021
Q1 | $692K | Sell |
9,149
-2,552
| -22% | -$193K | 0.06% | 68 |
|
|
2020
Q4 | $903K | Buy |
11,701
+101
| +0.9% | +$7.79K | 0.09% | 56 |
|
|
2020
Q3 | $805K | Buy |
11,600
+320
| +3% | +$22.2K | 0.09% | 57 |
|
|
2020
Q2 | $677K | Buy |
11,280
+4,932
| +78% | +$296K | 0.08% | 58 |
|
|
2020
Q1 | $382K | Sell |
6,348
-252
| -4% | -$15.2K | 0.06% | 73 |
|
|
2019
Q4 | $400K | Buy |
6,600
+200
| +3% | +$12.1K | 0.05% | 86 |
|
|
2019
Q3 | $373K | Buy |
6,400
+2,988
| +88% | +$174K | 0.05% | 81 |
|
|
2019
Q2 | $175K | Hold |
3,412
| – | – | 0.02% | 138 |
|
|
2019
Q1 | $165K | Hold |
3,412
| – | – | 0.02% | 142 |
|
|
2018
Q4 | $148K | Hold |
3,412
| – | – | 0.02% | 147 |
|
|
2018
Q3 | $143K | Hold |
3,412
| – | – | 0.02% | 162 |
|
|
2018
Q2 | $142K | Sell |
3,412
-100
| -3% | -$4.16K | 0.02% | 154 |
|
|
2018
Q1 | $143K | Sell |
3,512
-884
| -20% | -$36K | 0.02% | 145 |
|
|
2017
Q4 | $172K | Sell |
4,396
-308
| -7% | -$12.1K | 0.02% | 134 |
|
|
2017
Q3 | $172K | Hold |
4,704
| – | – | 0.03% | 113 |
|
|
2017
Q2 | $165K | Hold |
4,704
| – | – | 0.03% | 113 |
|
|
2017
Q1 | $151K | Hold |
4,704
| – | – | 0.03% | 116 |
|
|
2016
Q4 | $140K | Sell |
4,704
-248
| -5% | -$7.38K | 0.02% | 124 |
|
|
2016
Q3 | $151K | Hold |
4,952
| – | – | 0.03% | 123 |
|
|
2016
Q2 | $161K | Buy |
4,952
+2,720
| +122% | +$88.4K | 0.03% | 115 |
|
|
2016
Q1 | $66K | Hold |
2,232
| – | – | 0.01% | 130 |
|
|
2015
Q4 | $58K | Buy |
2,232
+812
| +57% | +$21.1K | 0.01% | 153 |
|
|
2015
Q3 | $35K | Buy |
1,420
+320
| +29% | +$7.89K | 0.01% | 173 |
|
|
2015
Q2 | $27K | Hold |
1,100
| – | – | ﹤0.01% | 213 |
|
|
2015
Q1 | $29K | Hold |
1,100
| – | – | 0.01% | 198 |
|
|
2014
Q4 | $29K | Hold |
1,100
| – | – | 0.01% | 217 |
|
|
2014
Q3 | $26K | Hold |
1,100
| – | – | 0.01% | 203 |
|
|
2014
Q2 | $28K | Hold |
1,100
| – | – | 0.01% | 184 |
|
|
2014
Q1 | $26K | Buy |
+1,100
| New | +$26K | 0.01% | 203 |
|