HCC
Hirtle Callaghan & Co’s NextEra Energy, Inc. NEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-37
| Closed | -$7K | – | 66 |
|
|
2019
Q1 | $7K | Buy |
+37
| New | +$7K | ﹤0.01% | 44 |
|
|
2018
Q2 | – | Sell |
-37
| Closed | -$6K | – | 127 |
|
|
2018
Q1 | $6K | Hold |
37
| – | – | ﹤0.01% | 106 |
|
|
2017
Q4 | $6K | Buy |
+37
| New | +$6K | ﹤0.01% | 122 |
|
|
2016
Q4 | – | Sell |
-520
| Closed | -$64K | – | 186 |
|
|
2016
Q3 | $64K | Buy |
+520
| New | +$64K | 0.01% | 123 |
|
|
2016
Q1 | – | Sell |
-2,431
| Closed | -$253K | – | 181 |
|
|
2015
Q4 | $253K | Hold |
2,431
| – | – | 0.06% | 38 |
|
|
2015
Q3 | $237K | Buy |
+2,431
| New | +$237K | 0.04% | 58 |
|
|
2015
Q1 | – | Sell |
-1,000
| Closed | -$106K | – | 252 |
|
|
2014
Q4 | $106K | Hold |
1,000
| – | – | 0.02% | 232 |
|
|
2014
Q3 | $94K | Hold |
1,000
| – | – | 0.02% | 245 |
|
|
2014
Q2 | $102K | Hold |
1,000
| – | – | 0.01% | 286 |
|
|
2014
Q1 | $96K | Hold |
1,000
| – | – | 0.02% | 291 |
|
|
2013
Q4 | $86K | Hold |
1,000
| – | – | 0.01% | 290 |
|
|
2013
Q3 | $80K | Buy |
+1,000
| New | +$80K | 0.01% | 297 |
|