GCA
Gideon Capital Advisors’s NextEra Energy, Inc. NEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-1,672
| Closed | -$405K | – | 140 |
|
|
2019
Q4 | $405K | Buy |
+1,672
| New | +$405K | 0.14% | 191 |
|
|
2018
Q4 | – | Sell |
-22,404
| Closed | -$3.76M | – | 462 |
|
|
2018
Q3 | $3.76M | Buy |
22,404
+12,244
| +121% | +$2.05M | 1.77% | 4 |
|
|
2018
Q2 | $1.7M | Buy |
10,160
+8,873
| +689% | +$1.48M | 0.85% | 12 |
|
|
2018
Q1 | $210K | Buy |
+1,287
| New | +$210K | 0.13% | 313 |
|
|
2017
Q2 | – | Sell |
-10,142
| Closed | -$1.3M | – | 357 |
|
|
2017
Q1 | $1.3M | Buy |
+10,142
| New | +$1.3M | 0.77% | 8 |
|
|
2016
Q4 | – | Sell |
-20,608
| Closed | -$2.52M | – | 453 |
|
|
2016
Q3 | $2.52M | Buy |
+20,608
| New | +$2.52M | 1.52% | 13 |
|
|
2016
Q2 | – | Sell |
-7,263
| Closed | -$860K | – | 236 |
|
|
2016
Q1 | $860K | Buy |
+7,263
| New | +$860K | 1.07% | 25 |
|
|
2015
Q4 | – | Sell |
-36,066
| Closed | -$3.52M | – | 253 |
|
|
2015
Q3 | $3.52M | Buy |
+36,066
| New | +$3.52M | 2.06% | 2 |
|
|
2014
Q4 | – | Sell |
-7,220
| Closed | -$678K | – | 273 |
|
|
2014
Q3 | $678K | Buy |
+7,220
| New | +$678K | 0.26% | 124 |
|