Alethea 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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-63,988
| Closed | -$2.61M | – | 88 |
|
|
2018
Q1 | $2.61M | Buy |
63,988
+42,588
| +199% | +$1.74M | 3.54% | 3 |
|
|
2017
Q4 | $836K | Buy |
+21,400
| New | +$836K | 1.33% | 21 |
|
|
2016
Q3 | – | Sell |
-67,196
| Closed | -$2.19M | – | 70 |
|
|
2016
Q2 | $2.19M | Buy |
+67,196
| New | +$2.19M | 3% | 8 |
|
|
2016
Q1 | – | Sell |
-75,228
| Closed | -$1.95M | – | 81 |
|
|
2015
Q4 | $1.95M | Buy |
+75,228
| New | +$1.95M | 2.26% | 17 |
|