DC Investments Management’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
Q2 | – | Sell |
-5,368
| Closed | -$323K | – | 345 |
|
|
2020
Q1 | $323K | Sell |
5,368
-1,584
| -23% | -$95.3K | 0.26% | 158 |
|
|
2019
Q4 | $421K | Sell |
6,952
-2,368
| -25% | -$143K | 0.32% | 156 |
|
|
2019
Q3 | $543K | Sell |
9,320
-4,284
| -31% | -$250K | 0.32% | 105 |
|
|
2019
Q2 | $697K | Buy |
13,604
+5,956
| +78% | +$305K | 0.39% | 35 |
|
|
2019
Q1 | $370K | Hold |
7,648
| – | – | 0.23% | 188 |
|
|
2018
Q4 | $332K | Buy |
+7,648
| New | +$332K | 0.27% | 180 |
|
|
2018
Q2 | – | Sell |
-28,144
| Closed | -$1.15M | – | 365 |
|
|
2018
Q1 | $1.15M | Hold |
28,144
| – | – | 0.77% | 22 |
|
|
2017
Q4 | $1.1M | Buy |
+28,144
| New | +$1.1M | 0.45% | 31 |
|