Integrated Wealth Counsel’s NextEra Energy, Inc. NEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | $227K | Hold |
7,616
| – | – | 0.49% | 28 |
|
|
2016
Q3 | $233K | Hold |
7,616
| – | – | 0.49% | 26 |
|
|
2016
Q2 | $248K | Hold |
7,616
| – | – | 0.57% | 24 |
|
|
2016
Q1 | $225K | Buy |
7,616
+416
| +6% | +$12.3K | 0.51% | 24 |
|
|
2015
Q4 | $187K | Hold |
7,200
| – | – | 0.3% | 24 |
|
|
2015
Q3 | $176K | Hold |
7,200
| – | – | 0.29% | 24 |
|
|
2015
Q2 | $176K | Hold |
7,200
| – | – | 0.24% | 27 |
|
|
2015
Q1 | $187K | Hold |
7,200
| – | – | 0.24% | 29 |
|
|
2014
Q4 | $191K | Hold |
7,200
| – | – | 0.23% | 26 |
|
|
2014
Q3 | $169K | Hold |
7,200
| – | – | 0.17% | 32 |
|
|
2014
Q2 | $184K | Hold |
7,200
| – | – | 0.14% | 43 |
|
|
2014
Q1 | $172K | Hold |
7,200
| – | – | 0.14% | 61 |
|
|
2013
Q4 | $154K | Hold |
7,200
| – | – | 0.11% | 66 |
|
|
2013
Q3 | $144K | Sell |
7,200
-672
| -9% | -$13.5K | 0.11% | 65 |
|
|
2013
Q2 | $160K | Buy |
+7,872
| New | +$160K | 0.12% | 69 |
|