Wealthstreet Investment Advisors’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 | – | Sell |
-37,303
| Closed | -$2.82M | – | 246 |
|
|
2021
Q1 | $2.82M | Sell |
37,303
-117
| -0.3% | -$8.85K | 0.28% | 88 |
|
|
2020
Q4 | $2.89M | Hold |
37,420
| – | – | 0.29% | 77 |
|
|
2020
Q3 | $2.6M | Sell |
37,420
-744
| -2% | -$51.6K | 0.29% | 80 |
|
|
2020
Q2 | $2.29M | Sell |
38,164
-848
| -2% | -$50.9K | 0.28% | 88 |
|
|
2020
Q1 | $2.35M | Sell |
39,012
-656
| -2% | -$39.5K | 0.35% | 68 |
|
|
2019
Q4 | $2.4M | Sell |
39,668
-664
| -2% | -$40.2K | 0.28% | 85 |
|
|
2019
Q3 | $2.35M | Sell |
40,332
-200
| -0.5% | -$11.6K | 0.3% | 81 |
|
|
2019
Q2 | $2.08M | Sell |
40,532
-1,320
| -3% | -$67.6K | 0.27% | 92 |
|
|
2019
Q1 | $2.02M | Buy |
41,852
+1,188
| +3% | +$57.4K | 0.27% | 91 |
|
|
2018
Q4 | $1.75M | Sell |
40,664
-4,400
| -10% | -$190K | 0.25% | 99 |
|
|
2018
Q3 | $1.89M | Sell |
45,064
-200
| -0.4% | -$8.38K | 0.23% | 96 |
|
|
2018
Q2 | $1.89M | Sell |
45,264
-100
| -0.2% | -$4.18K | 0.25% | 97 |
|
|
2018
Q1 | $1.85M | Buy |
45,364
+3,712
| +9% | +$152K | 0.23% | 101 |
|
|
2017
Q4 | $1.63M | Buy |
+41,652
| New | +$1.63M | 0.2% | 116 |
|