Advantage Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | $151K | Sell |
2,584
-444
| -15% | -$25.9K | 0.12% | 175 |
|
|
2019
Q2 | $155K | Hold |
3,028
| – | – | 0.12% | 171 |
|
|
2019
Q1 | $146K | Sell |
3,028
-652
| -18% | -$31.4K | 0.11% | 183 |
|
|
2018
Q4 | $160K | Hold |
3,680
| – | – | 0.12% | 160 |
|
|
2018
Q3 | $154K | Sell |
3,680
-156
| -4% | -$6.53K | 0.1% | 185 |
|
|
2018
Q2 | $160K | Sell |
3,836
-948
| -20% | -$39.5K | 0.12% | 153 |
|
|
2018
Q1 | $195K | Buy |
4,784
+272
| +6% | +$11.1K | 0.07% | 160 |
|
|
2017
Q4 | $176K | Sell |
4,512
-1,368
| -23% | -$53.4K | 0.05% | 195 |
|
|
2017
Q3 | $215K | Sell |
5,880
-284
| -5% | -$10.4K | 0.07% | 163 |
|
|
2017
Q2 | $216K | Buy |
6,164
+580
| +10% | +$20.3K | 0.08% | 153 |
|
|
2017
Q1 | $179K | Sell |
5,584
-264
| -5% | -$8.46K | 0.07% | 155 |
|
|
2016
Q4 | $175K | Sell |
5,848
-80
| -1% | -$2.39K | 0.06% | 150 |
|
|
2016
Q3 | $181K | Buy |
5,928
+604
| +11% | +$18.4K | 0.07% | 142 |
|
|
2016
Q2 | $174K | Hold |
5,324
| – | – | 0.08% | 147 |
|
|
2016
Q1 | $158K | Buy |
5,324
+500
| +10% | +$14.8K | 0.07% | 158 |
|
|
2015
Q4 | $125K | Sell |
4,824
-140
| -3% | -$3.63K | 0.06% | 194 |
|
|
2015
Q3 | $121K | Sell |
4,964
-20
| -0.4% | -$488 | 0.07% | 179 |
|
|
2015
Q2 | $122K | Hold |
4,984
| – | – | 0.06% | 205 |
|
|
2015
Q1 | $130K | Buy |
4,984
+836
| +20% | +$21.8K | 0.07% | 187 |
|
|
2014
Q4 | $110K | Buy |
+4,148
| New | +$110K | 0.08% | 199 |
|