HL Financial Services’s NextEra Energy NEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | $14.6M | Buy |
301,716
+85,928
| +40% | +$3.93M | 0.22% | 66 |
|
|
2018
Q4 | $9.38M | Buy |
215,788
+2,468
| +1% | +$108K | 0.16% | 87 |
|
|
2018
Q3 | $8.94M | Buy |
213,320
+20,392
| +11% | +$868K | 0.14% | 97 |
|
|
2018
Q2 | $8.06M | Buy |
192,928
+10,392
| +6% | +$420K | 0.14% | 95 |
|
|
2018
Q1 | $7.45M | Sell |
182,536
-4,892
| -3% | -$189K | 0.13% | 100 |
|
|
2017
Q4 | $7.32M | Sell |
187,428
-6,196
| -3% | -$239K | 0.14% | 92 |
|
|
2017
Q3 | $7.09M | Buy |
193,624
+4,088
| +2% | +$150K | 0.14% | 98 |
|
|
2017
Q2 | $6.64M | Buy |
189,536
+4,212
| +2% | +$144K | 0.13% | 98 |
|
|
2017
Q1 | $5.95M | Buy |
185,324
+2,060
| +1% | +$64.8K | 0.12% | 102 |
|
|
2016
Q4 | $5.47M | Buy |
183,264
+2,320
| +1% | +$69.3K | 0.12% | 110 |
|
|
2016
Q3 | $5.53M | Buy |
180,944
+264
| +0.1% | +$8.32K | 0.13% | 109 |
|
|
2016
Q2 | $5.89M | Buy |
180,680
+1,012
| +0.6% | +$30.4K | 0.14% | 98 |
|
|
2016
Q1 | $5.32M | Buy |
179,668
+8,316
| +5% | +$233K | 0.13% | 103 |
|
|
2015
Q4 | $4.45M | Buy |
171,352
+14,540
| +9% | +$368K | 0.11% | 114 |
|
|
2015
Q3 | $3.82M | Buy |
156,812
+10,488
| +7% | +$267K | 0.11% | 119 |
|
|
2015
Q2 | $3.59M | Buy |
146,324
+19,352
| +15% | +$492K | 0.1% | 138 |
|
|
2015
Q1 | $3.3M | Buy |
126,972
+6,188
| +5% | +$163K | 0.09% | 144 |
|
|
2014
Q4 | $3.21M | Buy |
120,784
+13,860
| +13% | +$350K | 0.09% | 140 |
|
|
2014
Q3 | $2.51M | Buy |
106,924
+2,424
| +2% | +$58.5K | 0.07% | 170 |
|
|
2014
Q2 | $2.68M | Sell |
104,500
-5,884
| -5% | -$143K | 0.08% | 165 |
|
|
2014
Q1 | $2.64M | Sell |
110,384
-43,724
| -28% | -$991K | 0.08% | 160 |
|
|
2013
Q4 | $3.3M | Buy |
154,108
+21,716
| +16% | +$458K | 0.1% | 134 |
|
|
2013
Q3 | $2.65M | Buy |
132,392
+18,440
| +16% | +$381K | 0.09% | 145 |
|
|
2013
Q2 | $2.32M | Buy |
+113,952
| New | +$2.26M | 0.09% | 141 |
|
Other funds holding NEE
