Foresters Investment 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
Q3 | $19.4M | Sell |
332,400
-42,200
| -11% | -$2.46M | 0.38% | 84 |
|
2019
Q2 | $19.2M | Sell |
374,600
-25,200
| -6% | -$1.29M | 0.34% | 96 |
|
2019
Q1 | $19.3M | Sell |
399,800
-16,800
| -4% | -$812K | 0.34% | 97 |
|
2018
Q4 | $18.1M | Buy |
416,600
+293,000
| +237% | +$12.7M | 0.34% | 102 |
|
2018
Q3 | $5.18M | Buy |
123,600
+24,400
| +25% | +$1.02M | 0.08% | 297 |
|
2018
Q2 | $4.14M | Buy |
99,200
+17,200
| +21% | +$718K | 0.07% | 286 |
|
2018
Q1 | $3.35M | Hold |
82,000
| – | – | 0.06% | 296 |
|
2017
Q4 | $3.2M | Sell |
82,000
-6,072
| -7% | -$237K | 0.05% | 300 |
|
2017
Q3 | $3.23M | Hold |
88,072
| – | – | 0.05% | 286 |
|
2017
Q2 | $3.09M | Buy |
88,072
+6,072
| +7% | +$213K | 0.05% | 291 |
|
2017
Q1 | $2.63M | Hold |
82,000
| – | – | 0.05% | 285 |
|
2016
Q4 | $2.44M | Hold |
82,000
| – | – | 0.04% | 291 |
|
2016
Q3 | $2.51M | Sell |
82,000
-14,400
| -15% | -$440K | 0.05% | 283 |
|
2016
Q2 | $3.14M | Hold |
96,400
| – | – | 0.06% | 261 |
|
2016
Q1 | $2.85M | Sell |
96,400
-46,800
| -33% | -$1.38M | 0.06% | 260 |
|
2015
Q4 | $3.72M | Hold |
143,200
| – | – | 0.08% | 230 |
|
2015
Q3 | $3.49M | Hold |
143,200
| – | – | 0.07% | 239 |
|
2015
Q2 | $3.51M | Buy |
143,200
+22,800
| +19% | +$559K | 0.07% | 253 |
|
2015
Q1 | $3.13M | Hold |
120,400
| – | – | 0.06% | 251 |
|
2014
Q4 | $3.2M | Sell |
120,400
-20,000
| -14% | -$531K | 0.06% | 246 |
|
2014
Q3 | $3.3M | Sell |
140,400
-20,000
| -12% | -$469K | 0.07% | 231 |
|
2014
Q2 | $4.11M | Sell |
160,400
-20,000
| -11% | -$512K | 0.08% | 223 |
|
2014
Q1 | $4.31M | Buy |
180,400
+40,000
| +28% | +$956K | 0.09% | 215 |
|
2013
Q4 | $3.01M | Hold |
140,400
| – | – | 0.07% | 238 |
|
2013
Q3 | $2.81M | Hold |
140,400
| – | – | 0.07% | 230 |
|
2013
Q2 | $2.86M | Buy |
+140,400
| New | +$2.86M | 0.09% | 186 |
|