Davidson Investment Advisors’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 |
-440
| Closed | -$15K | – | 156 |
|
|
2017
Q2 | $15K | Hold |
440
| – | – | ﹤0.01% | 166 |
|
|
2017
Q1 | $14K | Hold |
440
| – | – | ﹤0.01% | 171 |
|
|
2016
Q4 | $13K | Hold |
440
| – | – | ﹤0.01% | 190 |
|
|
2016
Q3 | $13K | Buy |
440
+80
| +22% | +$2.36K | ﹤0.01% | 181 |
|
|
2016
Q2 | $11K | Buy |
+360
| New | +$11K | ﹤0.01% | 179 |
|