American Asset 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 | |
---|---|---|---|---|---|---|---|---|
2020
Q1 | – | Sell |
-17,072
| Closed | -$1.03M | – | 71 |
|
2019
Q4 | $1.03M | Hold |
17,072
| – | – | 0.67% | 18 |
|
2019
Q3 | $994K | Hold |
17,072
| – | – | 0.68% | 18 |
|
2019
Q2 | $874K | Buy |
17,072
+4
| +0% | +$205 | 0.6% | 19 |
|
2019
Q1 | $825K | Hold |
17,068
| – | – | 0.62% | 23 |
|
2018
Q4 | $742K | Buy |
17,068
+600
| +4% | +$26.1K | 0.54% | 21 |
|
2018
Q3 | $690K | Buy |
16,468
+200
| +1% | +$8.38K | 0.61% | 27 |
|
2018
Q2 | $679K | Buy |
16,268
+400
| +3% | +$16.7K | 0.45% | 24 |
|
2018
Q1 | $648K | Buy |
15,868
+1,220
| +8% | +$49.8K | 0.56% | 25 |
|
2017
Q4 | $572K | Buy |
14,648
+400
| +3% | +$15.6K | 0.35% | 29 |
|
2017
Q3 | $522K | Buy |
14,248
+1,000
| +8% | +$36.6K | 0.32% | 29 |
|
2017
Q2 | $464K | Buy |
13,248
+604
| +5% | +$21.2K | 0.26% | 34 |
|
2017
Q1 | $406K | Buy |
12,644
+4
| +0% | +$128 | 0.25% | 37 |
|
2016
Q4 | $377K | Buy |
12,640
+340
| +3% | +$10.1K | 0.42% | 36 |
|
2016
Q3 | $376K | Buy |
+12,300
| New | +$376K | 0.21% | 35 |
|