Gupta Wealth Management’s NextEra Energy, Inc. NEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | $3.54M | Buy |
119,756
+9,008
| +8% | +$267K | 0.83% | 26 |
|
|
2015
Q4 | $2.88M | Sell |
110,748
-3,224
| -3% | -$83.7K | 0.73% | 30 |
|
|
2015
Q3 | $2.78M | Buy |
113,972
+6,420
| +6% | +$157K | 0.68% | 36 |
|
|
2015
Q2 | $2.64M | Buy |
107,552
+3,232
| +3% | +$79.2K | 0.65% | 43 |
|
|
2015
Q1 | $2.71M | Buy |
+104,320
| New | +$2.71M | 0.8% | 30 |
|