Guardian Life Insurance’s NextEra Energy NEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-5,756
| Closed | -$348K | – | 322 |
|
|
2019
Q4 | $348K | Buy |
5,756
+36
| +0.6% | +$2.1K | 0.08% | 62 |
|
|
2019
Q3 | $333K | Buy |
5,720
+208
| +4% | +$11.3K | 0.05% | 71 |
|
|
2019
Q2 | $282K | Hold |
5,512
| – | – | 0.04% | 80 |
|
|
2019
Q1 | $266K | Buy |
5,512
+172
| +3% | +$7.86K | 0.03% | 83 |
|
|
2018
Q4 | $232K | Buy |
5,340
+20
| +0.4% | +$875 | 0.04% | 81 |
|
|
2018
Q3 | $223K | Buy |
5,320
+128
| +2% | +$5.45K | 0.04% | 88 |
|
|
2018
Q2 | $217K | Buy |
5,192
+864
| +20% | +$34.9K | 0.04% | 83 |
|
|
2018
Q1 | $177K | Sell |
4,328
-1,736
| -29% | -$66.9K | 0.03% | 84 |
|
|
2017
Q4 | $237K | Buy |
6,064
+1,828
| +43% | +$70.6K | 0.05% | 91 |
|
|
2017
Q3 | $155K | Hold |
4,236
| – | – | 0.02% | 94 |
|
|
2017
Q2 | $148K | Sell |
4,236
-2,972
| -41% | -$102K | 0.02% | 91 |
|
|
2017
Q1 | $231K | Buy |
7,208
+48
| +0.7% | +$1.51K | 0.03% | 101 |
|
|
2016
Q4 | $214K | Buy |
7,160
+252
| +4% | +$7.53K | 0.03% | 113 |
|
|
2016
Q3 | $211K | Hold |
6,908
| – | – | 0.02% | 139 |
|
|
2016
Q2 | $225K | Buy |
6,908
+92
| +1% | +$2.76K | 0.02% | 152 |
|
|
2016
Q1 | $202K | Sell |
6,816
-1,924
| -22% | -$54K | 0.02% | 159 |
|
|
2015
Q4 | $227K | Sell |
8,740
-2,024
| -19% | -$51.2K | 0.02% | 161 |
|
|
2015
Q3 | $263K | Buy |
10,764
+3,008
| +39% | +$76.5K | 0.03% | 162 |
|
|
2015
Q2 | $190K | Hold |
7,756
| – | – | 0.02% | 180 |
|
|
2015
Q1 | $202K | Sell |
7,756
-2,168
| -22% | -$57.2K | 0.02% | 178 |
|
|
2014
Q4 | $264K | Hold |
9,924
| – | – | 0.03% | 173 |
|
|
2014
Q3 | $233K | Buy |
9,924
+48
| +0.5% | +$1.16K | 0.02% | 178 |
|
|
2014
Q2 | $253K | Buy |
9,876
+180
| +2% | +$4.38K | 0.02% | 167 |
|
|
2014
Q1 | $232K | Buy |
9,696
+108
| +1% | +$2.45K | 0.02% | 179 |
|
|
2013
Q4 | $205K | Sell |
9,588
-10,796
| -53% | -$228K | 0.02% | 193 |
|
|
2013
Q3 | $408K | Hold |
20,384
| – | – | 0.03% | 187 |
|
|
2013
Q2 | $415K | Buy |
+20,384
| New | +$404K | 0.04% | 178 |
|