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BKS Advisors’s NextEra Energy, Inc. NEE Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q1 | $2.43M | Sell |
12,554
-610
| -5% | -$118K | 0.98% | 33 |
|
2018
Q4 | $2.29M | Sell |
13,164
-897
| -6% | -$156K | 1.04% | 31 |
|
2018
Q3 | $2.36M | Buy |
14,061
+50
| +0.4% | +$8.38K | 0.87% | 36 |
|
2018
Q2 | $2.34M | Buy |
14,011
+44
| +0.3% | +$7.35K | 0.83% | 36 |
|
2018
Q1 | $2.28M | Buy |
13,967
+55
| +0.4% | +$8.98K | 0.83% | 38 |
|
2017
Q4 | $2.17M | Buy |
+13,912
| New | +$2.17M | 0.79% | 42 |
|