First Western Capital 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
Q3 | $282K | Sell |
4,064
-36
| -0.9% | -$2.5K | 5.98% | 8 |
|
|
2020
Q2 | $246K | Sell |
4,100
-20
| -0.5% | -$1.2K | 5.55% | 12 |
|
|
2020
Q1 | $248K | Sell |
4,120
-1,508
| -27% | -$90.8K | 7.45% | 8 |
|
|
2019
Q4 | $341K | Hold |
5,628
| – | – | 5.41% | 5 |
|
|
2019
Q3 | $328K | Sell |
5,628
-1,144
| -17% | -$66.7K | 5.11% | 4 |
|
|
2019
Q2 | $347K | Buy |
6,772
+1,396
| +26% | +$71.5K | 4.61% | 6 |
|
|
2019
Q1 | $260K | Sell |
5,376
-1,884
| -26% | -$91.1K | 3.7% | 17 |
|
|
2018
Q4 | $315K | Sell |
7,260
-3,440
| -32% | -$149K | 2.86% | 19 |
|
|
2018
Q3 | $448K | Sell |
10,700
-840
| -7% | -$35.2K | 2.01% | 25 |
|
|
2018
Q2 | $482K | Buy |
11,540
+1,492
| +15% | +$62.3K | 2.18% | 25 |
|
|
2018
Q1 | $410K | Buy |
+10,048
| New | +$410K | 1.95% | 25 |
|