Wealthspire Advisors (Maryland)’s NextEra Energy, Inc. NEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $2.63M | Sell |
37,844
-6,236
| -14% | -$433K | 0.09% | 103 |
|
|
2020
Q2 | $2.65M | Sell |
44,080
-2,960
| -6% | -$178K | 0.19% | 82 |
|
|
2020
Q1 | $2.83M | Sell |
47,040
-2,456
| -5% | -$148K | 0.25% | 59 |
|
|
2019
Q4 | $3M | Sell |
49,496
-840
| -2% | -$50.8K | 0.2% | 78 |
|
|
2019
Q3 | $2.93M | Buy |
50,336
+1,008
| +2% | +$58.7K | 0.21% | 75 |
|
|
2019
Q2 | $2.53M | Sell |
49,328
-5,436
| -10% | -$278K | 0.19% | 78 |
|
|
2019
Q1 | $2.65M | Buy |
54,764
+6,660
| +14% | +$322K | 0.2% | 75 |
|
|
2018
Q4 | $2.09M | Buy |
48,104
+6,708
| +16% | +$291K | 0.19% | 77 |
|
|
2018
Q3 | $1.74M | Sell |
41,396
-436
| -1% | -$18.3K | 0.14% | 92 |
|
|
2018
Q2 | $1.75M | Sell |
41,832
-10,944
| -21% | -$457K | 0.16% | 87 |
|
|
2018
Q1 | $2.16M | Buy |
52,776
+8,052
| +18% | +$329K | 0.2% | 72 |
|
|
2017
Q4 | $1.75M | Buy |
44,724
+932
| +2% | +$36.4K | 0.17% | 91 |
|
|
2017
Q3 | $1.6M | Buy |
43,792
+1,348
| +3% | +$49.4K | 0.17% | 91 |
|
|
2017
Q2 | $1.49M | Buy |
42,444
+3,332
| +9% | +$117K | 0.18% | 91 |
|
|
2017
Q1 | $1.26M | Sell |
39,112
-4,536
| -10% | -$146K | 0.18% | 86 |
|
|
2016
Q4 | $1.3M | Sell |
43,648
-596
| -1% | -$17.8K | 0.2% | 78 |
|
|
2016
Q3 | $1.35M | Sell |
44,244
-7,788
| -15% | -$238K | 0.21% | 76 |
|
|
2016
Q2 | $1.7M | Buy |
52,032
+15,072
| +41% | +$491K | 0.28% | 60 |
|
|
2016
Q1 | $1.09M | Buy |
36,960
+12,600
| +52% | +$373K | 0.19% | 83 |
|
|
2015
Q4 | $633K | Buy |
+24,360
| New | +$633K | 0.12% | 125 |
|