Boys Arnold & Co’s NextEra Energy NEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-40,160
| Closed | -$2.42M | – | 146 |
|
|
2020
Q1 | $2.42M | Sell |
40,160
-300
| -0.7% | -$18.9K | 0.43% | 59 |
|
|
2019
Q4 | $2.45M | Buy |
40,460
+1,120
| +3% | +$65.4K | 0.34% | 74 |
|
|
2019
Q3 | $2.27M | Sell |
39,340
-27,120
| -41% | -$1.47M | 0.34% | 72 |
|
|
2019
Q2 | $3.4M | Buy |
66,460
+260
| +0.4% | +$12.8K | 0.49% | 54 |
|
|
2019
Q1 | $3.2M | Sell |
66,200
-45,104
| -41% | -$2.06M | 0.48% | 56 |
|
|
2018
Q4 | $4.81M | Sell |
111,304
-40
| -0% | -$1.75K | 0.8% | 33 |
|
|
2018
Q3 | $4.65M | Sell |
111,344
-7,320
| -6% | -$312K | 0.66% | 42 |
|
|
2018
Q2 | $4.96M | Sell |
118,664
-32
| -0% | -$1.29K | 0.73% | 35 |
|
|
2018
Q1 | $4.77M | Buy |
118,696
+5,456
| +5% | +$210K | 0.71% | 39 |
|
|
2017
Q4 | $4.42M | Sell |
113,240
-8
| -0% | -$309 | 0.67% | 40 |
|
|
2017
Q3 | $4.15M | Sell |
113,248
-10,800
| -9% | -$396K | 0.66% | 41 |
|
|
2017
Q2 | $4.35M | Buy |
124,048
+1,900
| +2% | +$64.9K | 0.56% | 41 |
|
|
2017
Q1 | $3.92M | Buy |
122,148
+640
| +0.5% | +$20.1K | 0.62% | 46 |
|
|
2016
Q4 | $3.63M | Buy |
121,508
+600
| +0.5% | +$17.9K | 0.6% | 45 |
|
|
2016
Q3 | $3.7M | Hold |
120,908
| – | – | 0.63% | 44 |
|
|
2016
Q2 | $3.94M | Buy |
120,908
+106,136
| +718% | +$3.19M | 0.68% | 40 |
|
|
2016
Q1 | $437K | Sell |
14,772
-103,652
| -88% | -$2.91M | 0.17% | 106 |
|
|
2015
Q4 | $3.08M | Sell |
118,424
-3,188
| -3% | -$80.7K | 0.34% | 86 |
|
|
2015
Q3 | $2.97M | Hold |
121,612
| – | – | 0.62% | 47 |
|
|
2015
Q2 | $2.98M | Hold |
121,612
| – | – | 0.58% | 53 |
|
|
2015
Q1 | $3.16M | Buy |
121,612
+1,100
| +0.9% | +$29K | 0.6% | 56 |
|
|
2014
Q4 | $3.2M | Sell |
120,512
-800
| -0.7% | -$20.2K | 0.62% | 54 |
|
|
2014
Q3 | $2.85M | Sell |
121,312
-2,000
| -2% | -$48.3K | 0.56% | 59 |
|
|
2014
Q2 | $3.16M | Sell |
123,312
-800
| -0.6% | -$19.5K | 0.55% | 58 |
|
|
2014
Q1 | $2.97M | Sell |
124,112
-2,400
| -2% | -$54.4K | 0.54% | 59 |
|
|
2013
Q4 | $2.71M | Buy |
126,512
+2,400
| +2% | +$50.6K | 0.52% | 61 |
|
|
2013
Q3 | $2.49M | Hold |
124,112
| – | – | 0.52% | 66 |
|
|
2013
Q2 | $2.53M | Buy |
+124,112
| New | +$2.46M | 0.55% | 62 |
|
Other funds holding NEE
