Wintrust Investments’s NextEra Energy, Inc. NEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $309K | Buy |
4,312
+1,202
| +39% | +$86.1K | 0.27% | 60 |
|
|
2024
Q3 | $262K | Sell |
3,110
-26,889
| -90% | -$2.27M | 0.19% | 98 |
|
|
2024
Q2 | $2.12M | Buy |
29,999
+97
| +0.3% | +$6.87K | 0.17% | 116 |
|
|
2024
Q1 | $1.91M | Sell |
29,902
-9,052
| -23% | -$579K | 0.17% | 127 |
|
|
2023
Q4 | $2.37M | Sell |
38,954
-7,306
| -16% | -$444K | 0.23% | 90 |
|
|
2023
Q3 | $2.65M | Sell |
46,260
-667
| -1% | -$38.2K | 0.28% | 76 |
|
|
2023
Q2 | $3.48M | Buy |
+46,927
| New | +$3.48M | 0.35% | 58 |
|
|
2021
Q4 | – | Sell |
-69,471
| Closed | -$5.46M | – | 427 |
|
|
2021
Q3 | $5.46M | Buy |
69,471
+1,134
| +2% | +$89K | 0.74% | 27 |
|
|
2021
Q2 | $5.01M | Buy |
68,337
+3,802
| +6% | +$279K | 0.51% | 38 |
|
|
2021
Q1 | $4.88M | Sell |
64,535
-1,085
| -2% | -$82K | 0.5% | 40 |
|
|
2020
Q4 | $5.06M | Sell |
65,620
-612
| -0.9% | -$47.2K | 1.44% | 17 |
|
|
2020
Q3 | $4.6M | Buy |
66,232
+728
| +1% | +$50.5K | 0.63% | 32 |
|
|
2020
Q2 | $3.93M | Sell |
65,504
-1,532
| -2% | -$92K | 0.55% | 37 |
|
|
2020
Q1 | $4.03M | Buy |
67,036
+2,256
| +3% | +$136K | 0.66% | 31 |
|
|
2019
Q4 | $3.92M | Buy |
64,780
+200
| +0.3% | +$12.1K | 0.55% | 36 |
|
|
2019
Q3 | $3.76M | Buy |
64,580
+340
| +0.5% | +$19.8K | 0.56% | 35 |
|
|
2019
Q2 | $3.29M | Buy |
64,240
+4,420
| +7% | +$226K | 0.5% | 36 |
|
|
2019
Q1 | $2.89M | Buy |
59,820
+1,588
| +3% | +$76.7K | 0.47% | 47 |
|
|
2018
Q4 | $2.53M | Sell |
58,232
-52
| -0.1% | -$2.26K | 0.47% | 40 |
|
|
2018
Q3 | $2.44M | Buy |
58,284
+920
| +2% | +$38.5K | 0.4% | 45 |
|
|
2018
Q2 | $2.4M | Buy |
57,364
+45,980
| +404% | +$1.92M | 0.42% | 44 |
|
|
2018
Q1 | $465K | Sell |
11,384
-7,220
| -39% | -$295K | 0.12% | 149 |
|
|
2017
Q4 | $726K | Sell |
18,604
-860
| -4% | -$33.6K | 0.17% | 128 |
|
|
2017
Q3 | $713K | Sell |
19,464
-396
| -2% | -$14.5K | 0.18% | 122 |
|
|
2017
Q2 | $696K | Buy |
19,860
+412
| +2% | +$14.4K | 0.19% | 121 |
|
|
2017
Q1 | $624K | Buy |
19,448
+9,480
| +95% | +$304K | 0.18% | 133 |
|
|
2016
Q4 | $298K | Hold |
9,968
| – | – | 0.12% | 157 |
|
|
2016
Q3 | $305K | Sell |
9,968
-24
| -0.2% | -$734 | 0.14% | 135 |
|
|
2016
Q2 | $26K | Buy |
+9,992
| New | +$26K | 0.05% | 136 |
|