Hefty Wealth Partners’s NextEra Energy, Inc. NEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | $93K | Hold |
2,284
| – | – | 0.06% | 108 |
|
|
2017
Q4 | $89K | Hold |
2,284
| – | – | 0.06% | 110 |
|
|
2017
Q3 | $84K | Sell |
2,284
-496
| -18% | -$18.2K | 0.06% | 108 |
|
|
2017
Q2 | $97K | Hold |
2,780
| – | – | 0.07% | 95 |
|
|
2017
Q1 | $89K | Hold |
2,780
| – | – | 0.06% | 98 |
|
|
2016
Q4 | $83K | Hold |
2,780
| – | – | 0.07% | 88 |
|
|
2016
Q3 | $85K | Buy |
2,780
+496
| +22% | +$15.2K | 0.06% | 99 |
|
|
2016
Q2 | $74K | Buy |
2,284
+1,012
| +80% | +$32.8K | 0.06% | 96 |
|
|
2016
Q1 | $37K | Hold |
1,272
| – | – | 0.03% | 117 |
|
|
2015
Q4 | $33K | Buy |
+1,272
| New | +$33K | 0.03% | 119 |
|