EI
EDMP Inc’s NextEra Energy, Inc. NEE Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q2 | – | Sell |
-5,295
| Closed | -$627K | – | 47 |
|
2020
Q1 | $627K | Buy |
+5,295
| New | +$627K | 0.56% | 43 |
|
2019
Q3 | – | Sell |
-3,435
| Closed | -$704K | – | 54 |
|
2019
Q2 | $704K | Sell |
3,435
-300
| -8% | -$61.5K | 0.65% | 38 |
|
2019
Q1 | $722K | Sell |
3,735
-430
| -10% | -$83.1K | 0.7% | 35 |
|
2018
Q4 | $724K | Hold |
4,165
| – | – | 0.81% | 34 |
|
2018
Q3 | $698K | Sell |
4,165
-100
| -2% | -$16.8K | 0.66% | 37 |
|
2018
Q2 | $712K | Sell |
4,265
-140
| -3% | -$23.4K | 0.73% | 34 |
|
2018
Q1 | $719K | Sell |
4,405
-100
| -2% | -$16.3K | 0.71% | 34 |
|
2017
Q4 | $677K | Sell |
4,505
-90
| -2% | -$13.5K | 0.58% | 36 |
|
2017
Q3 | $673K | Sell |
4,595
-25
| -0.5% | -$3.66K | 0.61% | 37 |
|
2017
Q2 | $647K | Sell |
4,620
-615
| -12% | -$86.1K | 0.6% | 38 |
|
2017
Q1 | $672K | Sell |
5,235
-60
| -1% | -$7.7K | 0.6% | 38 |
|
2016
Q4 | $633K | Hold |
5,295
| – | – | 0.62% | 38 |
|
2016
Q3 | $648K | Hold |
5,295
| – | – | 0.62% | 37 |
|
2016
Q2 | $690K | Hold |
5,295
| – | – | 0.67% | 34 |
|
2016
Q1 | $627K | Sell |
5,295
-200
| -4% | -$23.7K | 0.6% | 38 |
|
2015
Q4 | $571K | Hold |
5,495
| – | – | 0.55% | 37 |
|
2015
Q3 | $536K | Sell |
5,495
-315
| -5% | -$30.7K | 0.55% | 35 |
|
2015
Q2 | $570K | Sell |
5,810
-75
| -1% | -$7.36K | 0.55% | 33 |
|
2015
Q1 | $612K | Sell |
5,885
-105
| -2% | -$10.9K | 0.56% | 33 |
|
2014
Q4 | $637K | Sell |
5,990
-820
| -12% | -$87.2K | 0.6% | 33 |
|
2014
Q3 | $639K | Hold |
6,810
| – | – | 0.6% | 35 |
|
2014
Q2 | $698K | Sell |
6,810
-225
| -3% | -$23.1K | 0.65% | 32 |
|
2014
Q1 | $673K | Sell |
7,035
-50
| -0.7% | -$4.78K | 0.62% | 33 |
|
2013
Q4 | $607K | Sell |
7,085
-305
| -4% | -$26.1K | 0.54% | 34 |
|
2013
Q3 | $592K | Hold |
7,390
| – | – | 0.6% | 32 |
|
2013
Q2 | $602K | Buy |
+7,390
| New | +$602K | 0.62% | 34 |
|