Foresters Asset 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | $71K | Hold |
1,380
| – | – | 0.04% | 38 |
|
|
2019
Q1 | $67K | Sell |
1,380
-800
| -37% | -$38.8K | 0.03% | 35 |
|
|
2018
Q4 | $96K | Sell |
2,180
-1,420
| -39% | -$62.5K | 0.05% | 29 |
|
|
2018
Q3 | $194K | Sell |
3,600
-800
| -18% | -$43.1K | 0.06% | 42 |
|
|
2018
Q2 | $242K | Hold |
4,400
| – | – | 0.08% | 39 |
|
|
2018
Q1 | $119K | Hold |
4,400
| – | – | 0.09% | 46 |
|
|
2017
Q4 | $208K | Sell |
4,400
-16,400
| -79% | -$775K | 0.08% | 49 |
|
|
2017
Q3 | $954K | Sell |
20,800
-3,600
| -15% | -$165K | 0.37% | 39 |
|
|
2017
Q2 | $1.11M | Sell |
24,400
-2,400
| -9% | -$109K | 0.45% | 34 |
|
|
2017
Q1 | $1.15M | Buy |
+26,800
| New | +$1.15M | 0.53% | 30 |
|
|
2016
Q4 | – | Sell |
-45,972
| Closed | -$1.41M | – | 85 |
|
|
2016
Q3 | $1.41M | Hold |
45,972
| – | – | 0.72% | 26 |
|
|
2016
Q2 | $1.5M | Buy |
+45,972
| New | +$1.5M | 0.78% | 28 |
|