FFSOTS
Fiduciary Financial Services of The Southwest’s NextEra Energy, Inc. NEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $7.17M | Sell |
29,604
-332
| -1% | -$80.4K | 1.87% | 15 |
|
|
2019
Q3 | $6.98M | Sell |
29,936
-1,250
| -4% | -$291K | 1.86% | 12 |
|
|
2019
Q2 | $6.39M | Sell |
31,186
-146
| -0.5% | -$29.9K | 1.81% | 15 |
|
|
2019
Q1 | $6.06M | Sell |
31,332
-98
| -0.3% | -$18.9K | 1.76% | 15 |
|
|
2018
Q4 | $5.46M | Sell |
31,430
-1,392
| -4% | -$242K | 1.72% | 16 |
|
|
2018
Q3 | $5.5M | Buy |
32,822
+235
| +0.7% | +$39.4K | 1.53% | 18 |
|
|
2018
Q2 | $5.44M | Sell |
32,587
-385
| -1% | -$64.3K | 1.65% | 15 |
|
|
2018
Q1 | $5.39M | Sell |
32,972
-306
| -0.9% | -$50K | 1.65% | 16 |
|
|
2017
Q4 | $5.2M | Sell |
33,278
-1,487
| -4% | -$232K | 1.52% | 21 |
|
|
2017
Q3 | $5.1M | Buy |
34,765
+388
| +1% | +$56.9K | 1.52% | 20 |
|
|
2017
Q2 | $4.82M | Buy |
34,377
+730
| +2% | +$102K | 1.48% | 20 |
|
|
2017
Q1 | $4.32M | Sell |
33,647
-795
| -2% | -$102K | 1.37% | 24 |
|
|
2016
Q4 | $4.11M | Sell |
34,442
-1,080
| -3% | -$129K | 1.36% | 24 |
|
|
2016
Q3 | $4.35M | Sell |
35,522
-1,098
| -3% | -$134K | 1.4% | 23 |
|
|
2016
Q2 | $4.78M | Buy |
36,620
+175
| +0.5% | +$22.8K | 1.54% | 19 |
|
|
2016
Q1 | $4.31M | Sell |
36,445
-420
| -1% | -$49.7K | 1.53% | 19 |
|
|
2015
Q4 | $3.83M | Sell |
36,865
-1,177
| -3% | -$122K | 1.36% | 22 |
|
|
2015
Q3 | $3.71M | Buy |
38,042
+132
| +0.3% | +$12.9K | 1.3% | 23 |
|
|
2015
Q2 | $3.72M | Sell |
37,910
-762
| -2% | -$74.7K | 1.15% | 24 |
|
|
2015
Q1 | $4.02M | Sell |
38,672
-682
| -2% | -$71K | 1.18% | 25 |
|
|
2014
Q4 | $4.18M | Sell |
39,354
-146
| -0.4% | -$15.5K | 1.2% | 21 |
|
|
2014
Q3 | $3.71M | Buy |
39,500
+236
| +0.6% | +$22.2K | 1.05% | 28 |
|
|
2014
Q2 | $4.02M | Sell |
39,264
-104
| -0.3% | -$10.7K | 1.13% | 27 |
|
|
2014
Q1 | $3.76M | Buy |
39,368
+96
| +0.2% | +$9.18K | 1.14% | 26 |
|
|
2013
Q4 | $3.36M | Sell |
39,272
-398
| -1% | -$34.1K | 1.06% | 28 |
|
|
2013
Q3 | $3.18M | Sell |
39,670
-602
| -1% | -$48.3K | 1.05% | 29 |
|
|
2013
Q2 | $3.28M | Buy |
+40,272
| New | +$3.28M | 1.09% | 27 |
|