Capital Innovations’s NextEra Energy, Inc. NEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | $225K | Buy |
+58,400
| New | +$225K | 33.73% | 1 |
|
|
2018
Q2 | – | Sell |
-7,000
| Closed | -$286 | – | 64 |
|
|
2018
Q1 | $286 | Buy |
+7,000
| New | +$286 | 0.7% | 55 |
|
|
2016
Q4 | – | Sell |
-13,180
| Closed | -$403K | – | 63 |
|
|
2016
Q3 | $403K | Sell |
13,180
-80
| -0.6% | -$2.45K | 1.01% | 40 |
|
|
2016
Q2 | $432K | Sell |
13,260
-360
| -3% | -$11.7K | 1.26% | 30 |
|
|
2016
Q1 | $403K | Hold |
13,620
| – | – | 0.71% | 44 |
|
|
2015
Q4 | $354K | Hold |
13,620
| – | – | 0.46% | 53 |
|
|
2015
Q3 | $332K | Buy |
13,620
+680
| +5% | +$16.6K | 0.38% | 70 |
|
|
2015
Q2 | $317K | Buy |
12,940
+960
| +8% | +$23.5K | 0.31% | 67 |
|
|
2015
Q1 | $312K | Buy |
+11,980
| New | +$312K | 0.27% | 69 |
|