Gerald L. Ray & Associates’s NextEra Energy, Inc. NEE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2017
Q3 | $1.54M | Sell |
42,052
-400
| -0.9% | -$14.7K | 0.19% | 117 |
|
2017
Q2 | $1.49M | Hold |
42,452
| – | – | 0.19% | 115 |
|
2017
Q1 | $1.36M | Hold |
42,452
| – | – | 0.19% | 114 |
|
2016
Q4 | $1.27M | Buy |
42,452
+2,000
| +5% | +$59.7K | 0.18% | 115 |
|
2016
Q3 | $1.24M | Sell |
40,452
-4,400
| -10% | -$135K | 0.19% | 116 |
|
2016
Q2 | $1.46M | Sell |
44,852
-576
| -1% | -$18.8K | 0.23% | 93 |
|
2016
Q1 | $1.34M | Sell |
45,428
-780
| -2% | -$23.1K | 0.22% | 96 |
|
2015
Q4 | $1.2M | Buy |
46,208
+920
| +2% | +$23.9K | 0.19% | 105 |
|
2015
Q3 | $1.11M | Hold |
45,288
| – | – | 0.18% | 106 |
|
2015
Q2 | $1.11M | Buy |
45,288
+1,088
| +2% | +$26.7K | 0.17% | 122 |
|
2015
Q1 | $1.15M | Buy |
44,200
+80
| +0.2% | +$2.08K | 0.17% | 123 |
|
2014
Q4 | $1.17M | Sell |
44,120
-600
| -1% | -$16K | 0.18% | 114 |
|
2014
Q3 | $1.05M | Buy |
44,720
+400
| +0.9% | +$9.38K | 0.17% | 121 |
|
2014
Q2 | $1.14M | Buy |
44,320
+1,600
| +4% | +$41K | 0.19% | 111 |
|
2014
Q1 | $1.02M | Buy |
42,720
+9,200
| +27% | +$220K | 0.19% | 116 |
|
2013
Q4 | $718K | Hold |
33,520
| – | – | 0.14% | 141 |
|
2013
Q3 | $672K | Hold |
33,520
| – | – | 0.14% | 141 |
|
2013
Q2 | $683K | Buy |
+33,520
| New | +$683K | 0.15% | 132 |
|