DG
Davidson & Garrard’s NextEra Energy, Inc. NEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | $293K | Hold |
2,001
| – | – | 0.07% | 149 |
|
|
2017
Q2 | $280K | Sell |
2,001
-300
| -13% | -$42K | 0.07% | 153 |
|
|
2017
Q1 | $295K | Buy |
2,301
+570
| +33% | +$73.1K | 0.07% | 151 |
|
|
2016
Q4 | $207K | Sell |
1,731
-600
| -26% | -$71.8K | 0.05% | 164 |
|
|
2016
Q3 | $285K | Sell |
2,331
-2,266
| -49% | -$277K | 0.07% | 146 |
|
|
2016
Q2 | $599K | Sell |
4,597
-25
| -0.5% | -$3.26K | 0.15% | 127 |
|
|
2016
Q1 | $547K | Buy |
4,622
+205
| +5% | +$24.3K | 0.14% | 126 |
|
|
2015
Q4 | $459K | Sell |
4,417
-104
| -2% | -$10.8K | 0.11% | 136 |
|
|
2015
Q3 | $441K | Hold |
4,521
| – | – | 0.11% | 138 |
|
|
2015
Q2 | $443K | Hold |
4,521
| – | – | 0.1% | 144 |
|
|
2015
Q1 | $470K | Hold |
4,521
| – | – | 0.11% | 141 |
|
|
2014
Q4 | $481K | Hold |
4,521
| – | – | 0.11% | 138 |
|
|
2014
Q3 | $424K | Buy |
4,521
+127
| +3% | +$11.9K | 0.1% | 142 |
|
|
2014
Q2 | $450K | Sell |
4,394
-100
| -2% | -$10.2K | 0.11% | 143 |
|
|
2014
Q1 | $430K | Buy |
4,494
+778
| +21% | +$74.4K | 0.11% | 142 |
|
|
2013
Q4 | $318K | Hold |
3,716
| – | – | 0.08% | 147 |
|
|
2013
Q3 | $298K | Hold |
3,716
| – | – | 0.08% | 152 |
|
|
2013
Q2 | $303K | Buy |
+3,716
| New | +$303K | 0.09% | 140 |
|