First Interstate Bank’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
Q1 | – | Sell |
-1,520
| Closed | -$92K | – | 379 |
|
|
2019
Q4 | $92K | Sell |
1,520
-16
| -1% | -$968 | 0.02% | 225 |
|
|
2019
Q3 | $90K | Sell |
1,536
-1,048
| -41% | -$61.4K | 0.02% | 269 |
|
|
2019
Q2 | $133K | Sell |
2,584
-960
| -27% | -$49.4K | 0.03% | 230 |
|
|
2019
Q1 | $172K | Buy |
3,544
+152
| +4% | +$7.38K | 0.04% | 198 |
|
|
2018
Q4 | $148K | Sell |
3,392
-400
| -11% | -$17.5K | 0.04% | 201 |
|
|
2018
Q3 | $159K | Sell |
3,792
-88
| -2% | -$3.69K | 0.03% | 212 |
|
|
2018
Q2 | $162K | Sell |
3,880
-380
| -9% | -$15.9K | 0.04% | 210 |
|
|
2018
Q1 | $174K | Buy |
4,260
+336
| +9% | +$13.7K | 0.04% | 196 |
|
|
2017
Q4 | $153K | Sell |
3,924
-1,732
| -31% | -$67.5K | 0.03% | 212 |
|
|
2017
Q3 | $208K | Buy |
5,656
+620
| +12% | +$22.8K | 0.04% | 180 |
|
|
2017
Q2 | $176K | Buy |
5,036
+64
| +1% | +$2.24K | 0.04% | 192 |
|
|
2017
Q1 | $160K | Hold |
4,972
| – | – | 0.03% | 206 |
|
|
2016
Q4 | $148K | Hold |
4,972
| – | – | 0.03% | 219 |
|
|
2016
Q3 | $152K | Sell |
4,972
-1,628
| -25% | -$49.8K | 0.03% | 224 |
|
|
2016
Q2 | $215K | Sell |
6,600
-260
| -4% | -$8.47K | 0.04% | 176 |
|
|
2016
Q1 | $203K | Sell |
6,860
-800
| -10% | -$23.7K | 0.04% | 186 |
|
|
2015
Q4 | $199K | Hold |
7,660
| – | – | 0.04% | 193 |
|
|
2015
Q3 | $187K | Buy |
+7,660
| New | +$187K | 0.04% | 204 |
|
|
2015
Q1 | – | Sell |
-10,160
| Closed | -$270K | – | 123 |
|
|
2014
Q4 | $270K | Buy |
10,160
+1,060
| +12% | +$28.2K | 0.04% | 83 |
|
|
2014
Q3 | $214K | Buy |
+9,100
| New | +$214K | 0.05% | 86 |
|