AT Bancorp’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
Q1 | $557K | Buy |
11,516
+600
| +5% | +$29K | 0.07% | 141 |
|
2018
Q4 | $474K | Buy |
10,916
+440
| +4% | +$19.1K | 0.06% | 153 |
|
2018
Q3 | $439K | Hold |
10,476
| – | – | 0.05% | 168 |
|
2018
Q2 | $437K | Sell |
10,476
-41,120
| -80% | -$1.72M | 0.05% | 166 |
|
2018
Q1 | $2.11M | Sell |
51,596
-560
| -1% | -$22.9K | 0.23% | 55 |
|
2017
Q4 | $2.04M | Sell |
52,156
-2,392
| -4% | -$93.4K | 0.22% | 56 |
|
2017
Q3 | $2M | Hold |
54,548
| – | – | 0.23% | 57 |
|
2017
Q2 | $1.91M | Buy |
54,548
+5,956
| +12% | +$209K | 0.22% | 53 |
|
2017
Q1 | $1.56M | Buy |
48,592
+4,272
| +10% | +$137K | 0.2% | 93 |
|
2016
Q4 | $1.32M | Buy |
44,320
+35,164
| +384% | +$1.05M | 0.18% | 102 |
|
2016
Q3 | $280K | Sell |
9,156
-200
| -2% | -$6.12K | 0.04% | 233 |
|
2016
Q2 | $305K | Hold |
9,356
| – | – | 0.05% | 206 |
|
2016
Q1 | $277K | Hold |
9,356
| – | – | 0.04% | 203 |
|
2015
Q4 | $243K | Sell |
9,356
-34,012
| -78% | -$883K | 0.07% | 174 |
|
2015
Q3 | $1.06M | Sell |
43,368
-41,032
| -49% | -$1M | 0.31% | 91 |
|
2015
Q2 | $3.91M | Buy |
84,400
+75,044
| +802% | +$3.47M | 1% | 29 |
|
2015
Q1 | $243K | Hold |
9,356
| – | – | 0.07% | 187 |
|
2014
Q4 | $249K | Hold |
9,356
| – | – | 0.07% | 177 |
|
2014
Q3 | $220K | Sell |
9,356
-124
| -1% | -$2.92K | 0.06% | 191 |
|
2014
Q2 | $243K | Hold |
9,480
| – | – | 0.07% | 176 |
|
2014
Q1 | $227K | Hold |
9,480
| – | – | 0.07% | 170 |
|
2013
Q4 | $203K | Buy |
+9,480
| New | +$203K | 0.06% | 167 |
|