EPA
Element Pointe Advisors’s NextEra Energy, Inc. NEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-14,375
| Closed | -$1.09M | – | 130 |
|
|
2021
Q1 | $1.09M | Buy |
14,375
+3,372
| +31% | +$255K | 0.36% | 61 |
|
|
2020
Q4 | $849K | Buy |
11,003
+8,451
| +331% | +$652K | 0.31% | 57 |
|
|
2020
Q3 | $708K | Buy |
2,552
+1,360
| +114% | +$377K | 0.32% | 54 |
|
|
2020
Q2 | $286K | Buy |
1,192
+303
| +34% | +$72.7K | 0.15% | 76 |
|
|
2020
Q1 | $213K | Sell |
889
-37
| -4% | -$8.87K | 0.13% | 75 |
|
|
2019
Q4 | $224K | Hold |
926
| – | – | 0.12% | 84 |
|
|
2019
Q3 | $216K | Buy |
+926
| New | +$216K | 0.13% | 84 |
|