Bridgewater Wealth & Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-21,824
| Closed | -$765K | – | 85 |
|
|
2017
Q2 | $765K | Buy |
21,824
+652
| +3% | +$22.9K | 0.26% | 50 |
|
|
2017
Q1 | $679K | Hold |
21,172
| – | – | 0.25% | 51 |
|
|
2016
Q4 | $632K | Hold |
21,172
| – | – | 0.24% | 55 |
|
|
2016
Q3 | $647K | Sell |
21,172
-1,404
| -6% | -$42.9K | 0.24% | 54 |
|
|
2016
Q2 | $736K | Sell |
22,576
-3,024
| -12% | -$98.6K | 0.27% | 53 |
|
|
2016
Q1 | $757K | Buy |
25,600
+1,588
| +7% | +$47K | 0.28% | 52 |
|
|
2015
Q4 | $624K | Hold |
24,012
| – | – | 0.24% | 50 |
|
|
2015
Q3 | $586K | Hold |
24,012
| – | – | 0.24% | 51 |
|
|
2015
Q2 | $588K | Hold |
24,012
| – | – | 0.25% | 48 |
|
|
2015
Q1 | $625K | Hold |
24,012
| – | – | 0.27% | 49 |
|
|
2014
Q4 | $638K | Buy |
+24,012
| New | +$638K | 0.26% | 57 |
|