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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