Cornerstone Advisors (Washington)’s NextEra Energy, Inc. NEE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q3 | – | Sell |
-3,548
| Closed | -$182K | – | 1179 |
|
2019
Q2 | $182K | Buy |
3,548
+396
| +13% | +$20.3K | 0.02% | 165 |
|
2019
Q1 | $152K | Sell |
3,152
-688
| -18% | -$33.2K | 0.01% | 172 |
|
2018
Q4 | $167K | Buy |
3,840
+264
| +7% | +$11.5K | 0.03% | 140 |
|
2018
Q3 | $150K | Sell |
3,576
-3,432
| -49% | -$144K | 0.1% | 157 |
|
2018
Q2 | $293K | Buy |
7,008
+32
| +0.5% | +$1.34K | 0.2% | 78 |
|
2018
Q1 | $285K | Buy |
6,976
+344
| +5% | +$14.1K | 0.19% | 77 |
|
2017
Q4 | $259K | Hold |
6,632
| – | – | 0.17% | 81 |
|
2017
Q3 | $243K | Hold |
6,632
| – | – | 0.17% | 86 |
|
2017
Q2 | $232K | Hold |
6,632
| – | – | 0.13% | 86 |
|
2017
Q1 | $213K | Sell |
6,632
-24
| -0.4% | -$771 | 0.12% | 87 |
|
2016
Q4 | $199K | Buy |
6,656
+148
| +2% | +$4.43K | 0.17% | 88 |
|
2016
Q3 | $199K | Hold |
6,508
| – | – | 0.17% | 82 |
|
2016
Q2 | $212K | Buy |
6,508
+28
| +0.4% | +$912 | 0.22% | 59 |
|
2016
Q1 | $192K | Buy |
6,480
+272
| +4% | +$8.06K | 0.2% | 64 |
|
2015
Q4 | $161K | Hold |
6,208
| – | – | 0.18% | 76 |
|
2015
Q3 | $151K | Buy |
6,208
+72
| +1% | +$1.75K | 0.13% | 112 |
|
2015
Q2 | $150K | Hold |
6,136
| – | – | 0.12% | 115 |
|
2015
Q1 | $160K | Hold |
6,136
| – | – | 0.12% | 117 |
|
2014
Q4 | $163K | Buy |
6,136
+64
| +1% | +$1.7K | 0.12% | 122 |
|
2014
Q3 | $143K | Hold |
6,072
| – | – | 0.12% | 51 |
|
2014
Q2 | $156K | Hold |
6,072
| – | – | 0.15% | 56 |
|
2014
Q1 | $145K | Buy |
6,072
+72
| +1% | +$1.72K | 0.17% | 49 |
|
2013
Q4 | $128K | Hold |
6,000
| – | – | 0.18% | 52 |
|
2013
Q3 | $120K | Buy |
+6,000
| New | +$120K | 0.21% | 51 |
|