CWM
Confluence Wealth Management’s NextEra Energy, Inc. NEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $1.7M | Sell |
7,276
-194
| -3% | -$45.2K | 0.83% | 29 |
|
|
2020
Q2 | $1.79M | Sell |
7,470
-1
| -0% | -$240 | 0.85% | 32 |
|
|
2020
Q1 | $1.8M | Buy |
7,471
+289
| +4% | +$69.6K | 1% | 25 |
|
|
2019
Q4 | $1.74M | Sell |
7,182
-94
| -1% | -$22.8K | 0.8% | 30 |
|
|
2019
Q3 | $1.7M | Sell |
7,276
-1
| -0% | -$233 | 0.83% | 29 |
|
|
2019
Q2 | $1.49M | Sell |
7,277
-107
| -1% | -$21.9K | 0.73% | 32 |
|
|
2019
Q1 | $1.43M | Buy |
7,384
+259
| +4% | +$50.1K | 0.71% | 31 |
|
|
2018
Q4 | $1.24M | Sell |
7,125
-363
| -5% | -$63.1K | 0.69% | 36 |
|
|
2018
Q3 | $1.26M | Buy |
7,488
+16
| +0.2% | +$2.68K | 0.65% | 39 |
|
|
2018
Q2 | $1.25M | Sell |
7,472
-270
| -3% | -$45.1K | 0.66% | 36 |
|
|
2018
Q1 | $1.27M | Sell |
7,742
-33
| -0.4% | -$5.39K | 0.65% | 37 |
|
|
2017
Q4 | $1.21M | Sell |
7,775
-179
| -2% | -$27.9K | 0.58% | 42 |
|
|
2017
Q3 | $1.17M | Sell |
7,954
-222
| -3% | -$32.5K | 0.57% | 44 |
|
|
2017
Q2 | $1.15M | Buy |
8,176
+331
| +4% | +$46.4K | 0.55% | 43 |
|
|
2017
Q1 | $1.01M | Sell |
7,845
-1,382
| -15% | -$177K | 0.5% | 44 |
|
|
2016
Q4 | $1.1M | Buy |
9,227
+16
| +0.2% | +$1.91K | 0.55% | 45 |
|
|
2016
Q3 | $1.13M | Buy |
9,211
+133
| +1% | +$16.3K | 0.55% | 43 |
|
|
2016
Q2 | $1.18M | Sell |
9,078
-1,772
| -16% | -$231K | 0.58% | 44 |
|
|
2016
Q1 | $1.28M | Buy |
10,850
+4,209
| +63% | +$498K | 0.58% | 46 |
|
|
2015
Q4 | $690K | Buy |
+6,641
| New | +$690K | 0.34% | 74 |
|